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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 | $195,593 | $154,228+26.8% | $145,433+34.5% | $137,256+42.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 13.55% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,656 | $4,804-23.9% | $4,554-19.7% | $4,156-12.0% |
| Participant deferral / active EE | $13,098 | $8,216+59.4% | $7,897+65.9% | $6,407+104.4% |
| Admin fee / account holder | $2,525 | $14,344-82.4% | $13,129-80.8% | $12,270-79.4% |