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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 | $185,071 | $156,398+18.3% | $147,318+25.6% | $138,895+33.2% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 12.98% | 78.75%-65.8pp | 70.43%-57.4pp | 145.39%-132.4pp |
| Employer contribution / active EE | $2,783 | $4,853-42.7% | $4,593-39.4% | $4,194-33.6% |
| Participant deferral / active EE | $13,191 | $8,237+60.1% | $7,906+66.8% | $6,396+106.2% |
| Admin fee / account holder | $30,496 | $14,976+103.6% | $13,708+122.5% | $12,562+142.8% |