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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 | $163,051 | $155,555+4.8% | $146,866+11.0% | $155,188+5.1% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.5%-3.6pp | 80.8%-1.9pp |
| Annual return | 20.19% | 115.41%-95.2pp | 102.85%-82.7pp | 148.84%-128.7pp |
| Employer contribution / active EE | $4,314 | $4,647-7.2% | $4,425-2.5% | $4,248+1.6% |
| Participant deferral / active EE | $10,478 | $8,044+30.3% | $7,759+35.0% | $6,531+60.4% |
| Admin fee / account holder | $5,101 | $14,755-65.4% | $13,620-62.5% | $14,480-64.8% |