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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 | $164,718 | $155,555+5.9% | $146,866+12.2% | $155,188+6.1% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.5%+9.2pp | 80.8%+10.9pp |
| Annual return | 17.78% | 115.41%-97.6pp | 102.85%-85.1pp | 148.84%-131.1pp |
| Employer contribution / active EE | $3,089 | $4,647-33.5% | $4,425-30.2% | $4,248-27.3% |
| Participant deferral / active EE | $10,480 | $8,044+30.3% | $7,759+35.1% | $6,531+60.5% |
| Admin fee / account holder | $7,013 | $14,755-52.5% | $13,620-48.5% | $14,480-51.6% |