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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 | $88,406 | $197,637-55.3% | $177,848-50.3% | $158,982-44.4% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 15.36% | 58.77%-43.4pp | 48.33%-33.0pp | 302.99%-287.6pp |
| Employer contribution / active EE | $4,690 | $6,698-30.0% | $5,919-20.8% | $4,763-1.5% |
| Participant deferral / active EE | $11,365 | $8,405+35.2% | $7,714+47.3% | $5,983+89.9% |
| Admin fee / account holder | $371 | $15,406-97.6% | $12,431-97.0% | $11,252-96.7% |