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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 | $162,499 | $156,398+3.9% | $147,318+10.3% | $138,895+17.0% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 13.91% | 78.75%-64.8pp | 70.43%-56.5pp | 145.39%-131.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,966 | $8,237+45.3% | $7,906+51.3% | $6,396+87.1% |
| Admin fee / account holder | $13,220 | $14,976-11.7% | $13,708-3.6% | $12,562+5.2% |