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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 | $113,901 | $107,368+6.1% | $92,915+22.6% | $152,909-25.5% |
| Participation rate | 89.5% | 79.8%+9.7pp | 76.0%+13.5pp | 82.5%+7.0pp |
| Annual return | 23.97% | 145.64%-121.7pp | 109.45%-85.5pp | 345.46%-321.5pp |
| Employer contribution / active EE | $3,014 | $4,222-28.6% | $3,653-17.5% | $4,764-36.7% |
| Participant deferral / active EE | $5,761 | $4,848+18.8% | $4,238+35.9% | $5,851-1.5% |
| Admin fee / account holder | $5,759 | $7,082-18.7% | $5,796-0.6% | $11,601-50.4% |