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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 | $149,248 | $156,616-4.7% | $133,346+11.9% | $198,609-24.9% |
| Participation rate | 82.4% | 77.7%+4.6pp | 72.8%+9.5pp | 82.4%0pp |
| Annual return | 12.25% | 44.25%-32.0pp | 36.85%-24.6pp | 202.70%-190.4pp |
| Employer contribution / active EE | $2,527 | $3,368-25.0% | $2,853-11.4% | $5,055-50.0% |
| Participant deferral / active EE | $8,884 | $4,920+80.6% | $4,332+105.1% | $6,977+27.3% |
| Admin fee / account holder | $3,654 | $17,468-79.1% | $14,264-74.4% | $19,030-80.8% |