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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 | $185,875 | $174,379+6.6% | $152,093+22.2% | $138,895+33.8% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 16.72% | 74.86%-58.1pp | 66.36%-49.6pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,222 | $4,652-73.7% | $4,175-70.7% | $4,194-70.9% |
| Participant deferral / active EE | $9,084 | $6,159+47.5% | $5,451+66.6% | $6,396+42.0% |
| Admin fee / account holder | $1,151 | $16,880-93.2% | $14,497-92.1% | $12,562-90.8% |