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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 | $219,342 | $154,228+42.2% | $145,433+50.8% | $137,256+59.8% |
| Participation rate | 95.8% | 83.8%+12.0pp | 82.1%+13.7pp | 80.0%+15.9pp |
| Annual return | 14.21% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $5,025 | $4,804+4.6% | $4,554+10.3% | $4,156+20.9% |
| Participant deferral / active EE | $11,148 | $8,216+35.7% | $7,897+41.2% | $6,407+74.0% |
| Admin fee / account holder | $19,620 | $14,344+36.8% | $13,129+49.4% | $12,270+59.9% |