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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 | $141,286 | $148,582-4.9% | $135,942+3.9% | $139,456+1.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 12.40% | 79.26%-66.9pp | 68.28%-55.9pp | 373.45%-361.1pp |
| Employer contribution / active EE | $1,068 | $5,245-79.6% | $4,858-78.0% | $4,753-77.5% |
| Participant deferral / active EE | $3,047 | $8,101-62.4% | $7,759-60.7% | $6,711-54.6% |
| Admin fee / account holder | $1,177 | $12,402-90.5% | $10,764-89.1% | $11,407-89.7% |