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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 | $156,398+24.4% | $147,318+32.1% | $138,895+40.1% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 16.59% | 78.75%-62.2pp | 70.43%-53.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,070 | $4,853-57.3% | $4,593-54.9% | $4,194-50.6% |
| Participant deferral / active EE | $7,672 | $8,237-6.9% | $7,906-3.0% | $6,396+19.9% |
| Admin fee / account holder | $13,050 | $14,976-12.9% | $13,708-4.8% | $12,562+3.9% |