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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 | $181,062+5.3% | $158,223+20.5% | $155,188+22.8% |
| Participation rate | 72.7% | 82.7%-9.9pp | 79.2%-6.5pp | 80.8%-8.1pp |
| Annual return | 13.28% | 57.39%-44.1pp | 52.09%-38.8pp | 148.84%-135.6pp |
| Employer contribution / active EE | $2,377 | $4,565-47.9% | $4,109-42.2% | $4,248-44.0% |
| Participant deferral / active EE | $7,211 | $6,134+17.5% | $5,467+31.9% | $6,531+10.4% |
| Admin fee / account holder | $918 | $18,825-95.1% | $16,047-94.3% | $14,480-93.7% |