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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 | $141,738 | $162,136-12.6% | $152,301-6.9% | $154,746-8.4% |
| Participation rate | 94.4% | 84.1%+10.3pp | 82.4%+12.0pp | 80.7%+13.7pp |
| Annual return | 16.22% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $3,039 | $4,890-37.9% | $4,624-34.3% | $4,379-30.6% |
| Participant deferral / active EE | $8,302 | $8,341-0.5% | $8,004+3.7% | $6,730+23.4% |
| Admin fee / account holder | $1,302 | $15,759-91.7% | $14,398-91.0% | $14,365-90.9% |