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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 | $164,685 | $185,312-11.1% | $161,489+2.0% | $154,746+6.4% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 16.70% | 103.84%-87.1pp | 89.72%-73.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $2,558 | $4,769-46.4% | $4,268-40.1% | $4,379-41.6% |
| Participant deferral / active EE | $4,334 | $6,350-31.8% | $5,630-23.0% | $6,730-35.6% |
| Admin fee / account holder | $1,684 | $18,654-91.0% | $16,006-89.5% | $14,365-88.3% |