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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 | $209,176 | $174,379+20.0% | $152,093+37.5% | $138,895+50.6% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 18.81% | 74.86%-56.0pp | 66.36%-47.5pp | 145.39%-126.6pp |
| Employer contribution / active EE | $3,069 | $4,652-34.0% | $4,175-26.5% | $4,194-26.8% |
| Participant deferral / active EE | $7,897 | $6,159+28.2% | $5,451+44.9% | $6,396+23.5% |
| Admin fee / account holder | $2,907 | $16,880-82.8% | $14,497-79.9% | $12,562-76.9% |