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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 | $203,384 | $184,014+10.5% | $161,149+26.2% | $138,895+46.4% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.8%+16.6pp | 79.9%+15.5pp |
| Annual return | 34.41% | 21.52%+12.9pp | 21.16%+13.3pp | 145.39%-111.0pp |
| Employer contribution / active EE | $2,892 | $5,055-42.8% | $4,360-33.7% | $4,194-31.0% |
| Participant deferral / active EE | $7,027 | $6,909+1.7% | $6,153+14.2% | $6,396+9.9% |
| Admin fee / account holder | $36,641 | $18,027+103.3% | $15,194+141.1% | $12,562+191.7% |