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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 | $214,750 | $154,228+39.2% | $145,433+47.7% | $137,256+56.5% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 15.91% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $5,159 | $4,804+7.4% | $4,554+13.3% | $4,156+24.1% |
| Participant deferral / active EE | $14,037 | $8,216+70.8% | $7,897+77.7% | $6,407+119.1% |
| Admin fee / account holder | $17,546 | $14,344+22.3% | $13,129+33.6% | $12,270+43.0% |