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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 | $150,421 | $201,370-25.3% | $184,256-18.4% | $145,897+3.1% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 10.23% | 29.05%-18.8pp | 28.85%-18.6pp | 552.29%-542.1pp |
| Employer contribution / active EE | $3,689 | $7,024-47.5% | $6,427-42.6% | $4,663-20.9% |
| Participant deferral / active EE | $7,608 | $9,808-22.4% | $9,133-16.7% | $6,689+13.7% |
| Admin fee / account holder | $1,252 | $16,364-92.4% | $13,899-91.0% | $13,390-90.7% |