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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 | $156,398+42.3% | $147,318+51.1% | $138,895+60.2% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 19.61% | 78.75%-59.1pp | 70.43%-50.8pp | 145.39%-125.8pp |
| Employer contribution / active EE | $7,198 | $4,853+48.3% | $4,593+56.7% | $4,194+71.6% |
| Participant deferral / active EE | $4,738 | $8,237-42.5% | $7,906-40.1% | $6,396-25.9% |
| Admin fee / account holder | $1,525 | $14,976-89.8% | $13,708-88.9% | $12,562-87.9% |