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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 | $167,963 | $154,228+8.9% | $145,433+15.5% | $137,256+22.4% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 15.87% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $8,569 | $4,804+78.4% | $4,554+88.1% | $4,156+106.2% |
| Participant deferral / active EE | $6,392 | $8,216-22.2% | $7,897-19.1% | $6,407-0.2% |
| Admin fee / account holder | $836 | $14,344-94.2% | $13,129-93.6% | $12,270-93.2% |