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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 | $159,005 | $154,228+3.1% | $145,433+9.3% | $137,256+15.8% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 17.37% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,974 | $4,804-58.9% | $4,554-56.7% | $4,156-52.5% |
| Participant deferral / active EE | $8,040 | $8,216-2.2% | $7,897+1.8% | $6,407+25.5% |
| Admin fee / account holder | $1,174 | $14,344-91.8% | $13,129-91.1% | $12,270-90.4% |