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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 | $182,335 | $209,336-12.9% | $197,124-7.5% | $137,256+32.8% |
| Participation rate | 85.0% | 87.3%-2.3pp | 86.7%-1.7pp | 80.0%+5.0pp |
| Annual return | 18.02% | 48.09%-30.1pp | 44.34%-26.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $4,407 | $6,591-33.1% | $6,227-29.2% | $4,156+6.0% |
| Participant deferral / active EE | $9,623 | $9,614+0.1% | $9,135+5.3% | $6,407+50.2% |
| Admin fee / account holder | $3,376 | $17,308-80.5% | $16,298-79.3% | $12,270-72.5% |