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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 | $172,111+10.8% | $150,298+26.8% | $137,256+38.9% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 13.28% | 69.37%-56.1pp | 62.79%-49.5pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,377 | $4,636-48.7% | $4,154-42.8% | $4,156-42.8% |
| Participant deferral / active EE | $7,211 | $6,166+16.9% | $5,453+32.2% | $6,407+12.5% |
| Admin fee / account holder | $918 | $16,471-94.4% | $14,116-93.5% | $12,270-92.5% |