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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 | $154,228+5.3% | $145,433+11.7% | $137,256+18.4% |
| Participation rate | 91.3% | 83.8%+7.5pp | 82.1%+9.2pp | 80.0%+11.3pp |
| Annual return | 13.45% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $7,793 | $4,804+62.2% | $4,554+71.1% | $4,156+87.5% |
| Participant deferral / active EE | $4,377 | $8,216-46.7% | $7,897-44.6% | $6,407-31.7% |
| Admin fee / account holder | $15,245 | $14,344+6.3% | $13,129+16.1% | $12,270+24.2% |