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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 | $158,254 | $110,379+43.4% | $102,412+54.5% | $145,884+8.5% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 33.34% | 24.84%+8.5pp | 24.94%+8.4pp | 551.85%-518.5pp |
| Employer contribution / active EE | $3,175 | $4,216-24.7% | $3,870-18.0% | $4,662-31.9% |
| Participant deferral / active EE | $9,422 | $5,622+67.6% | $5,060+86.2% | $6,690+40.8% |
| Admin fee / account holder | $4,352 | $9,745-55.3% | $8,388-48.1% | $13,392-67.5% |