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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 | $239,544 | $156,398+53.2% | $147,318+62.6% | $138,895+72.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 15.61% | 78.75%-63.1pp | 70.43%-54.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $2,699 | $4,853-44.4% | $4,593-41.2% | $4,194-35.6% |
| Participant deferral / active EE | $7,496 | $8,237-9.0% | $7,906-5.2% | $6,396+17.2% |
| Admin fee / account holder | $2,937 | $14,976-80.4% | $13,708-78.6% | $12,562-76.6% |