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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 | $222,529 | $155,555+43.1% | $146,866+51.5% | $155,188+43.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 19.61% | 115.41%-95.8pp | 102.85%-83.2pp | 148.84%-129.2pp |
| Employer contribution / active EE | $7,198 | $4,647+54.9% | $4,425+62.7% | $4,248+69.5% |
| Participant deferral / active EE | $4,738 | $8,044-41.1% | $7,759-38.9% | $6,531-27.5% |
| Admin fee / account holder | $1,525 | $14,755-89.7% | $13,620-88.8% | $14,480-89.5% |