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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 | $162,448 | $156,398+3.9% | $147,318+10.3% | $138,895+17.0% |
| Participation rate | 91.3% | 83.8%+7.5pp | 82.1%+9.2pp | 79.9%+11.4pp |
| Annual return | 13.45% | 78.75%-65.3pp | 70.43%-57.0pp | 145.39%-131.9pp |
| Employer contribution / active EE | $7,793 | $4,853+60.6% | $4,593+69.7% | $4,194+85.8% |
| Participant deferral / active EE | $4,377 | $8,237-46.9% | $7,906-44.6% | $6,396-31.6% |
| Admin fee / account holder | $15,245 | $14,976+1.8% | $13,708+11.2% | $12,562+21.4% |