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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 | $154,228+44.3% | $145,433+53.0% | $137,256+62.1% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 19.61% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $7,198 | $4,804+49.8% | $4,554+58.1% | $4,156+73.2% |
| Participant deferral / active EE | $4,738 | $8,216-42.3% | $7,897-40.0% | $6,407-26.0% |
| Admin fee / account holder | $1,525 | $14,344-89.4% | $13,129-88.4% | $12,270-87.6% |