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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 | $147,476 | $139,948+5.4% | $121,663+21.2% | $154,746-4.7% |
| Participation rate | 87.0% | 78.0%+8.9pp | 74.5%+12.5pp | 80.7%+6.3pp |
| Annual return | 12.31% | 230.52%-218.2pp | 147.54%-135.2pp | 172.34%-160.0pp |
| Employer contribution / active EE | $3,057 | $3,521-13.2% | $3,020+1.2% | $4,379-30.2% |
| Participant deferral / active EE | $7,908 | $5,629+40.5% | $4,887+61.8% | $6,730+17.5% |
| Admin fee / account holder | $1,655 | $17,321-90.4% | $14,289-88.4% | $14,365-88.5% |