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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 | $153,343 | $156,398-2.0% | $147,318+4.1% | $138,895+10.4% |
| Participation rate | 73.7% | 83.8%-10.1pp | 82.1%-8.4pp | 79.9%-6.2pp |
| Annual return | 13.91% | 78.75%-64.8pp | 70.43%-56.5pp | 145.39%-131.5pp |
| Employer contribution / active EE | $3,203 | $4,853-34.0% | $4,593-30.3% | $4,194-23.6% |
| Participant deferral / active EE | $7,130 | $8,237-13.4% | $7,906-9.8% | $6,396+11.5% |
| Admin fee / account holder | $24,035 | $14,976+60.5% | $13,708+75.3% | $12,562+91.3% |