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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 | $148,109 | $157,296-5.8% | $141,191+4.9% | $152,897-3.1% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 25.74% | 64.34%-38.6pp | 71.41%-45.7pp | 345.43%-319.7pp |
| Employer contribution / active EE | $1,422 | $5,262-73.0% | $4,736-70.0% | $4,764-70.2% |
| Participant deferral / active EE | $2,565 | $7,111-63.9% | $6,710-61.8% | $5,851-56.2% |
| Admin fee / account holder | $640 | $12,125-94.7% | $10,264-93.8% | $11,599-94.5% |