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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 | $194,600 | $155,555+25.1% | $146,866+32.5% | $155,188+25.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 16.59% | 115.41%-98.8pp | 102.85%-86.3pp | 148.84%-132.2pp |
| Employer contribution / active EE | $2,070 | $4,647-55.5% | $4,425-53.2% | $4,248-51.3% |
| Participant deferral / active EE | $7,672 | $8,044-4.6% | $7,759-1.1% | $6,531+17.5% |
| Admin fee / account holder | $13,050 | $14,755-11.6% | $13,620-4.2% | $14,480-9.9% |