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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 | $198,360 | $172,111+15.3% | $150,298+32.0% | $137,256+44.5% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 15.49% | 69.37%-53.9pp | 62.79%-47.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,912 | $4,636-37.2% | $4,154-29.9% | $4,156-29.9% |
| Participant deferral / active EE | $7,641 | $6,166+23.9% | $5,453+40.1% | $6,407+19.3% |
| Admin fee / account holder | $7,180 | $16,471-56.4% | $14,116-49.1% | $12,270-41.5% |