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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 | $143,347 | $157,296-8.9% | $141,191+1.5% | $152,897-6.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 22.91% | 64.34%-41.4pp | 71.41%-48.5pp | 345.43%-322.5pp |
| Employer contribution / active EE | $1,162 | $5,262-77.9% | $4,736-75.5% | $4,764-75.6% |
| Participant deferral / active EE | $8,036 | $7,111+13.0% | $6,710+19.8% | $5,851+37.3% |
| Admin fee / account holder | $9,270 | $12,125-23.5% | $10,264-9.7% | $11,599-20.1% |