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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 | $110,881 | $156,398-29.1% | $147,318-24.7% | $138,895-20.2% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 15.59% | 78.75%-63.2pp | 70.43%-54.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $3,087 | $4,853-36.4% | $4,593-32.8% | $4,194-26.4% |
| Participant deferral / active EE | $9,012 | $8,237+9.4% | $7,906+14.0% | $6,396+40.9% |
| Admin fee / account holder | $24,914 | $14,976+66.4% | $13,708+81.8% | $12,562+98.3% |