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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 | $184,673 | $156,616+17.9% | $133,346+38.5% | $198,609-7.0% |
| Participation rate | 87.5% | 77.7%+9.8pp | 72.8%+14.7pp | 82.4%+5.1pp |
| Annual return | 20.29% | 44.25%-24.0pp | 36.85%-16.6pp | 202.70%-182.4pp |
| Employer contribution / active EE | $8,542 | $3,368+153.6% | $2,853+199.3% | $5,055+69.0% |
| Participant deferral / active EE | $6,038 | $4,920+22.7% | $4,332+39.4% | $6,977-13.5% |
| Admin fee / account holder | $522 | $17,468-97.0% | $14,264-96.3% | $19,030-97.3% |