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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 | $190,622 | $185,312+2.9% | $161,489+18.0% | $154,746+23.2% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.7%-6.0pp | 80.7%-8.0pp |
| Annual return | 13.28% | 103.84%-90.6pp | 89.72%-76.4pp | 172.34%-159.1pp |
| Employer contribution / active EE | $2,377 | $4,769-50.2% | $4,268-44.3% | $4,379-45.7% |
| Participant deferral / active EE | $7,211 | $6,350+13.6% | $5,630+28.1% | $6,730+7.1% |
| Admin fee / account holder | $918 | $18,654-95.1% | $16,006-94.3% | $14,365-93.6% |