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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 | $162,136+35.3% | $152,301+44.0% | $154,746+41.7% |
| Participation rate | 95.8% | 84.1%+11.7pp | 82.4%+13.4pp | 80.7%+15.1pp |
| Annual return | 14.21% | 91.02%-76.8pp | 80.50%-66.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $5,025 | $4,890+2.8% | $4,624+8.7% | $4,379+14.7% |
| Participant deferral / active EE | $11,148 | $8,341+33.7% | $8,004+39.3% | $6,730+65.6% |
| Admin fee / account holder | $19,620 | $15,759+24.5% | $14,398+36.3% | $14,365+36.6% |