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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 | $178,788 | $108,882+64.2% | $96,754+84.8% | $154,746+15.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 36.07% | 98.39%-62.3pp | 82.04%-46.0pp | 172.34%-136.3pp |
| Employer contribution / active EE | $4,060 | $3,018+34.5% | $2,679+51.5% | $4,379-7.3% |
| Participant deferral / active EE | $4,199 | $5,323-21.1% | $4,758-11.7% | $6,730-37.6% |
| Admin fee / account holder | $4,003 | $10,200-60.8% | $8,905-55.1% | $14,365-72.1% |