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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 | $181,062+9.6% | $158,223+25.4% | $155,188+27.8% |
| Participation rate | 91.7% | 82.7%+9.0pp | 79.2%+12.5pp | 80.8%+10.9pp |
| Annual return | 15.49% | 57.39%-41.9pp | 52.09%-36.6pp | 148.84%-133.3pp |
| Employer contribution / active EE | $2,912 | $4,565-36.2% | $4,109-29.1% | $4,248-31.5% |
| Participant deferral / active EE | $7,641 | $6,134+24.6% | $5,467+39.8% | $6,531+17.0% |
| Admin fee / account holder | $7,180 | $18,825-61.9% | $16,047-55.3% | $14,480-50.4% |