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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 | $141,776 | $157,276-9.9% | $141,177+0.4% | $152,885-7.3% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 23.48% | 64.33%-40.9pp | 71.40%-47.9pp | 345.39%-321.9pp |
| Employer contribution / active EE | $3,091 | $5,262-41.3% | $4,736-34.7% | $4,763-35.1% |
| Participant deferral / active EE | $6,671 | $7,110-6.2% | $6,710-0.6% | $5,851+14.0% |
| Admin fee / account holder | $5,763 | $12,123-52.5% | $10,263-43.8% | $11,598-50.3% |