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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 | $227,291-19.8% | $214,702-15.1% | $155,188+17.5% |
| Participation rate | 85.0% | 88.0%-3.0pp | 87.5%-2.5pp | 80.8%+4.2pp |
| Annual return | 18.02% | 60.08%-42.1pp | 54.55%-36.5pp | 148.84%-130.8pp |
| Employer contribution / active EE | $4,407 | $6,772-34.9% | $6,461-31.8% | $4,248+3.7% |
| Participant deferral / active EE | $9,623 | $9,582+0.4% | $9,147+5.2% | $6,531+47.3% |
| Admin fee / account holder | $3,376 | $20,413-83.5% | $19,830-83.0% | $14,480-76.7% |