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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 | $127,534 | $197,625-35.5% | $177,840-28.3% | $158,966-19.8% |
| Participation rate | 81.3% | 88.5%-7.3pp | 87.7%-6.5pp | 82.0%-0.7pp |
| Annual return | 18.28% | 58.76%-40.5pp | 48.32%-30.0pp | 302.95%-284.7pp |
| Employer contribution / active EE | $5,660 | $6,698-15.5% | $5,919-4.4% | $4,762+18.9% |
| Participant deferral / active EE | $6,874 | $8,405-18.2% | $7,714-10.9% | $5,983+14.9% |
| Admin fee / account holder | $14,376 | $15,405-6.7% | $12,431+15.7% | $11,250+27.8% |