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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 | $169,913 | $162,821+4.4% | $133,978+26.8% | $158,982+6.9% |
| Participation rate | 73.3% | 83.2%-9.9pp | 79.8%-6.5pp | 82.0%-8.6pp |
| Annual return | 16.35% | 41.95%-25.6pp | 45.10%-28.7pp | 302.99%-286.6pp |
| Employer contribution / active EE | $5,852 | $4,976+17.6% | $3,919+49.3% | $4,763+22.9% |
| Participant deferral / active EE | $9,678 | $5,910+63.8% | $5,047+91.8% | $5,983+61.8% |
| Admin fee / account holder | $3,879 | $11,742-67.0% | $8,930-56.6% | $11,252-65.5% |