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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 | $140,226 | $154,193-9.1% | $130,045+7.8% | $139,466+0.5% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 12.33% | 32.51%-20.2pp | -137.30%+149.6pp | 373.66%-361.3pp |
| Employer contribution / active EE | $3,523 | $5,292-33.4% | $4,321-18.5% | $4,754-25.9% |
| Participant deferral / active EE | $7,490 | $6,709+11.7% | $5,820+28.7% | $6,712+11.6% |
| Admin fee / account holder | $8,923 | $13,989-36.2% | $10,600-15.8% | $11,409-21.8% |