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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 | $170,769 | $172,111-0.8% | $150,298+13.6% | $137,256+24.4% |
| Participation rate | 95.2% | 81.7%+13.5pp | 77.8%+17.5pp | 80.0%+15.3pp |
| Annual return | 17.32% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,669 | $4,636-64.0% | $4,154-59.8% | $4,156-59.8% |
| Participant deferral / active EE | $5,256 | $6,166-14.7% | $5,453-3.6% | $6,407-18.0% |
| Admin fee / account holder | $127,558 | $16,471+674.4% | $14,116+803.7% | $12,270+939.6% |