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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 | $99,253 | $154,228-35.6% | $145,433-31.8% | $137,256-27.7% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 19.19% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $5,118 | $4,804+6.5% | $4,554+12.4% | $4,156+23.1% |
| Participant deferral / active EE | $12,652 | $8,216+54.0% | $7,897+60.2% | $6,407+97.5% |
| Admin fee / account holder | $10,460 | $14,344-27.1% | $13,129-20.3% | $12,270-14.8% |