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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 | $157,139 | $166,020-5.3% | $164,866-4.7% | $145,959+7.7% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 8.89% | 100.08%-91.2pp | 69.97%-61.1pp | 561.95%-553.1pp |
| Employer contribution / active EE | $3,482 | $5,275-34.0% | $4,343-19.8% | $4,661-25.3% |
| Participant deferral / active EE | $4,642 | $6,961-33.3% | $6,033-23.1% | $6,689-30.6% |
| Admin fee / account holder | $6,555 | $16,644-60.6% | $12,689-48.3% | $13,398-51.1% |