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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 | $192,256 | $156,398+22.9% | $147,318+30.5% | $138,895+38.4% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 15.33% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $1,770 | $4,853-63.5% | $4,593-61.5% | $4,194-57.8% |
| Participant deferral / active EE | $10,496 | $8,237+27.4% | $7,906+32.8% | $6,396+64.1% |
| Admin fee / account holder | $4,074 | $14,976-72.8% | $13,708-70.3% | $12,562-67.6% |