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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 | $155,780 | $148,629+4.8% | $135,982+14.6% | $139,487+11.7% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | 15.99% | 79.33%-63.3pp | 68.32%-52.3pp | 373.84%-357.9pp |
| Employer contribution / active EE | $5,160 | $5,247-1.7% | $4,859+6.2% | $4,755+8.5% |
| Participant deferral / active EE | $12,916 | $8,102+59.4% | $7,760+66.4% | $6,713+92.4% |
| Admin fee / account holder | $4,421 | $12,406-64.4% | $10,767-58.9% | $11,407-61.2% |