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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 | $127,332 | $162,136-21.5% | $152,301-16.4% | $154,746-17.7% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 15.01% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,319 | $4,890-73.0% | $4,624-71.5% | $4,379-69.9% |
| Participant deferral / active EE | $9,411 | $8,341+12.8% | $8,004+17.6% | $6,730+39.8% |
| Admin fee / account holder | $882 | $15,759-94.4% | $14,398-93.9% | $14,365-93.9% |