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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 | $129,371 | $114,013+13.5% | $103,693+24.8% | $155,188-16.6% |
| Participation rate | 73.9% | 75.2%-1.3pp | 72.6%+1.3pp | 80.8%-6.9pp |
| Annual return | 15.36% | 49.31%-34.0pp | 47.61%-32.3pp | 148.84%-133.5pp |
| Employer contribution / active EE | $2,790 | $3,131-10.9% | $2,920-4.5% | $4,248-34.3% |
| Participant deferral / active EE | $5,275 | $4,970+6.2% | $4,579+15.2% | $6,531-19.2% |
| Admin fee / account holder | $3,619 | $8,407-57.0% | $7,858-53.9% | $14,480-75.0% |