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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 | $116,709 | $91,559+27.5% | $133,978-12.9% | $79,856+46.1% |
| Participation rate | 70.0% | 73.3%-3.3pp | 79.8%-9.8pp | 69.6%+0.4pp |
| Annual return | 10.69% | 61.85%-51.2pp | 45.10%-34.4pp | 31.71%-21.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,425 | $3,734+18.5% | $5,047-12.3% | $3,741+18.3% |
| Admin fee / account holder | $9,369 | $6,321+48.2% | $8,930+4.9% | $5,306+76.6% |