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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 | $110,112 | $178,174-38.2% | $156,181-29.5% | $137,256-19.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 16.29% | 84.19%-67.9pp | 64.87%-48.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,840 | $4,972-22.8% | $4,294-10.6% | $4,156-7.6% |
| Participant deferral / active EE | $7,109 | $6,888+3.2% | $6,132+15.9% | $6,407+11.0% |
| Admin fee / account holder | $38,975 | $17,404+123.9% | $14,586+167.2% | $12,270+217.6% |