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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 | $166,131-5.4% | $164,975-4.7% | $145,877+7.7% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 8.89% | 100.37%-91.5pp | 70.12%-61.2pp | 551.28%-542.4pp |
| Employer contribution / active EE | $3,482 | $5,276-34.0% | $4,343-19.8% | $4,663-25.3% |
| Participant deferral / active EE | $4,642 | $6,962-33.3% | $6,033-23.1% | $6,691-30.6% |
| Admin fee / account holder | $6,555 | $16,648-60.6% | $12,688-48.3% | $13,402-51.1% |