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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 | $129,329 | $134,817-4.1% | $123,973+4.3% | $155,188-16.7% |
| Participation rate | 79.2% | 79.4%-0.2pp | 76.7%+2.5pp | 80.8%-1.6pp |
| Annual return | 23.45% | 515.49%-492.0pp | 388.13%-364.7pp | 148.84%-125.4pp |
| Employer contribution / active EE | $1,667 | $4,425-62.3% | $4,126-59.6% | $4,248-60.8% |
| Participant deferral / active EE | $4,561 | $5,706-20.1% | $5,247-13.1% | $6,531-30.2% |
| Admin fee / account holder | $1,387 | $13,245-89.5% | $11,799-88.2% | $14,480-90.4% |