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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 | $140,282 | $178,174-21.3% | $156,181-10.2% | $137,256+2.2% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 17.47% | 84.19%-66.7pp | 64.87%-47.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $4,050 | $4,972-18.5% | $4,294-5.7% | $4,156-2.6% |
| Participant deferral / active EE | $12,498 | $6,888+81.5% | $6,132+103.8% | $6,407+95.1% |
| Admin fee / account holder | $868 | $17,404-95.0% | $14,586-94.0% | $12,270-92.9% |