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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 | $119,622 | $114,013+4.9% | $103,693+15.4% | $155,188-22.9% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.7pp | 80.8%+12.5pp |
| Annual return | 16.10% | 49.31%-33.2pp | 47.61%-31.5pp | 148.84%-132.7pp |
| Employer contribution / active EE | $14,205 | $3,131+353.6% | $2,920+386.4% | $4,248+234.4% |
| Participant deferral / active EE | $13,558 | $4,970+172.8% | $4,579+196.1% | $6,531+107.6% |
| Admin fee / account holder | $5,580 | $8,407-33.6% | $7,858-29.0% | $14,480-61.5% |