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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 | $174,379+13.8% | $152,093+30.4% | $138,895+42.8% |
| Participation rate | 91.7% | 81.6%+10.0pp | 77.8%+13.9pp | 79.9%+11.7pp |
| Annual return | 15.49% | 74.86%-59.4pp | 66.36%-50.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $2,912 | $4,652-37.4% | $4,175-30.3% | $4,194-30.6% |
| Participant deferral / active EE | $7,641 | $6,159+24.1% | $5,451+40.2% | $6,396+19.5% |
| Admin fee / account holder | $7,180 | $16,880-57.5% | $14,497-50.5% | $12,562-42.8% |