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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 | $164,138 | $172,111-4.6% | $150,298+9.2% | $137,256+19.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 13.00% | 69.37%-56.4pp | 62.79%-49.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,061 | $4,636-77.1% | $4,154-74.5% | $4,156-74.5% |
| Participant deferral / active EE | $4,157 | $6,166-32.6% | $5,453-23.8% | $6,407-35.1% |
| Admin fee / account holder | $786 | $16,471-95.2% | $14,116-94.4% | $12,270-93.6% |