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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 | $244,649 | $183,592+33.3% | $155,567+57.3% | $145,959+67.6% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 18.08% | 61.24%-43.2pp | 64.74%-46.7pp | 561.95%-543.9pp |
| Employer contribution / active EE | $5,275 | $5,315-0.8% | $4,674+12.9% | $4,661+13.2% |
| Participant deferral / active EE | $7,016 | $6,464+8.5% | $5,628+24.7% | $6,689+4.9% |
| Admin fee / account holder | $16,428 | $19,318-15.0% | $15,916+3.2% | $13,398+22.6% |