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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 | $155,552 | $117,895+31.9% | $102,460+51.8% | $145,897+6.6% |
| Participation rate | 76.5% | 78.6%-2.2pp | 76.5%0pp | 80.3%-3.8pp |
| Annual return | 11.92% | 31.92%-20.0pp | 29.47%-17.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $2,187 | $3,619-39.6% | $3,025-27.7% | $4,663-53.1% |
| Participant deferral / active EE | $4,037 | $5,736-29.6% | $5,056-20.2% | $6,689-39.7% |
| Admin fee / account holder | $21,980 | $13,353+64.6% | $9,460+132.4% | $13,390+64.2% |