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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 | $200,845 | $155,555+29.1% | $146,866+36.8% | $155,188+29.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 13.81% | 115.41%-101.6pp | 102.85%-89.0pp | 148.84%-135.0pp |
| Employer contribution / active EE | $2,483 | $4,647-46.6% | $4,425-43.9% | $4,248-41.5% |
| Participant deferral / active EE | $5,040 | $8,044-37.3% | $7,759-35.0% | $6,531-22.8% |
| Admin fee / account holder | $2,359 | $14,755-84.0% | $13,620-82.7% | $14,480-83.7% |