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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,192 | $156,398-41.7% | $147,318-38.1% | $138,895-34.3% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.7pp | 79.9%+13.8pp |
| Annual return | 16.49% | 78.75%-62.3pp | 70.43%-53.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $4,571 | $4,853-5.8% | $4,593-0.5% | $4,194+9.0% |
| Participant deferral / active EE | $9,814 | $8,237+19.1% | $7,906+24.1% | $6,396+53.4% |
| Admin fee / account holder | $12,801 | $14,976-14.5% | $13,708-6.6% | $12,562+1.9% |