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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 | $89,847 | $156,398-42.6% | $147,318-39.0% | $138,895-35.3% |
| Participation rate | 94.7% | 83.8%+11.0pp | 82.1%+12.7pp | 79.9%+14.8pp |
| Annual return | 14.05% | 78.75%-64.7pp | 70.43%-56.4pp | 145.39%-131.3pp |
| Employer contribution / active EE | $2,815 | $4,853-42.0% | $4,593-38.7% | $4,194-32.9% |
| Participant deferral / active EE | $4,133 | $8,237-49.8% | $7,906-47.7% | $6,396-35.4% |
| Admin fee / account holder | $17,860 | $14,976+19.3% | $13,708+30.3% | $12,562+42.2% |