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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 | $142,827 | $154,228-7.4% | $145,433-1.8% | $137,256+4.1% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 24.31% | 74.59%-50.3pp | 66.58%-42.3pp | 220.34%-196.0pp |
| Employer contribution / active EE | $9,673 | $4,804+101.4% | $4,554+112.4% | $4,156+132.8% |
| Participant deferral / active EE | $9,186 | $8,216+11.8% | $7,897+16.3% | $6,407+43.4% |
| Admin fee / account holder | $789 | $14,344-94.5% | $13,129-94.0% | $12,270-93.6% |