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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 | $148,631 | $156,398-5.0% | $147,318+0.9% | $138,895+7.0% |
| Participation rate | 90.5% | 83.8%+6.7pp | 82.1%+8.4pp | 79.9%+10.6pp |
| Annual return | 14.13% | 78.75%-64.6pp | 70.43%-56.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $4,406 | $4,853-9.2% | $4,593-4.1% | $4,194+5.1% |
| Participant deferral / active EE | $8,063 | $8,237-2.1% | $7,906+2.0% | $6,396+26.1% |
| Admin fee / account holder | $22,136 | $14,976+47.8% | $13,708+61.5% | $12,562+76.2% |