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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 | $123,421 | $132,634-6.9% | $115,768+6.6% | $137,256-10.1% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 17.57% | 160.70%-143.1pp | 100.46%-82.9pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,107 | $3,360-37.3% | $2,940-28.3% | $4,156-49.3% |
| Participant deferral / active EE | $4,871 | $5,619-13.3% | $4,917-0.9% | $6,407-24.0% |
| Admin fee / account holder | $2,844 | $15,028-81.1% | $12,439-77.1% | $12,270-76.8% |