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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 | $158,454 | $178,174-11.1% | $156,181+1.5% | $137,256+15.4% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 17.16% | 84.19%-67.0pp | 64.87%-47.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $5,178 | $4,972+4.1% | $4,294+20.6% | $4,156+24.6% |
| Participant deferral / active EE | $8,638 | $6,888+25.4% | $6,132+40.9% | $6,407+34.8% |
| Admin fee / account holder | $901 | $17,404-94.8% | $14,586-93.8% | $12,270-92.7% |