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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 | $161,175 | $174,379-7.6% | $152,093+6.0% | $138,895+16.0% |
| Participation rate | 76.9% | 81.6%-4.7pp | 77.8%-0.8pp | 79.9%-3.0pp |
| Annual return | 18.93% | 74.86%-55.9pp | 66.36%-47.4pp | 145.39%-126.5pp |
| Employer contribution / active EE | $5,078 | $4,652+9.2% | $4,175+21.6% | $4,194+21.1% |
| Participant deferral / active EE | $5,206 | $6,159-15.5% | $5,451-4.5% | $6,396-18.6% |
| Admin fee / account holder | $1,067 | $16,880-93.7% | $14,497-92.6% | $12,562-91.5% |