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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 | $155,555+4.4% | $146,866+10.6% | $155,188+4.7% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.5%+8.8pp | 80.8%+10.5pp |
| Annual return | 13.45% | 115.41%-102.0pp | 102.85%-89.4pp | 148.84%-135.4pp |
| Employer contribution / active EE | $7,793 | $4,647+67.7% | $4,425+76.1% | $4,248+83.5% |
| Participant deferral / active EE | $4,377 | $8,044-45.6% | $7,759-43.6% | $6,531-33.0% |
| Admin fee / account holder | $15,245 | $14,755+3.3% | $13,620+11.9% | $14,480+5.3% |