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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 | $162,136+20.6% | $152,301+28.4% | $154,746+26.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 13.55% | 91.02%-77.5pp | 80.50%-67.0pp | 172.34%-158.8pp |
| Employer contribution / active EE | $3,656 | $4,890-25.2% | $4,624-20.9% | $4,379-16.5% |
| Participant deferral / active EE | $13,098 | $8,341+57.0% | $8,004+63.6% | $6,730+94.6% |
| Admin fee / account holder | $2,525 | $15,759-84.0% | $14,398-82.5% | $14,365-82.4% |