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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 | $158,433 | $162,136-2.3% | $152,301+4.0% | $154,746+2.4% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 12.53% | 91.02%-78.5pp | 80.50%-68.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $4,568 | $4,890-6.6% | $4,624-1.2% | $4,379+4.3% |
| Participant deferral / active EE | $8,709 | $8,341+4.4% | $8,004+8.8% | $6,730+29.4% |
| Admin fee / account holder | $14,700 | $15,759-6.7% | $14,398+2.1% | $14,365+2.3% |