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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 | $123,155+21.2% | $108,753+37.2% | $155,188-3.8% |
| Participation rate | 82.4% | 75.6%+6.7pp | 71.1%+11.3pp | 80.8%+1.5pp |
| Annual return | 12.25% | 44.73%-32.5pp | 37.47%-25.2pp | 148.84%-136.6pp |
| Employer contribution / active EE | $2,527 | $2,811-10.1% | $2,427+4.1% | $4,248-40.5% |
| Participant deferral / active EE | $8,884 | $4,623+92.2% | $4,115+115.9% | $6,531+36.0% |
| Admin fee / account holder | $3,654 | $12,126-69.9% | $10,320-64.6% | $14,480-74.8% |