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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 | $170,583 | $183,516-7.0% | $155,534+9.7% | $145,884+16.9% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 11.93% | 61.43%-49.5pp | 64.92%-53.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $2,616 | $5,315-50.8% | $4,675-44.0% | $4,662-43.9% |
| Participant deferral / active EE | $5,543 | $6,467-14.3% | $5,630-1.6% | $6,690-17.1% |
| Admin fee / account holder | $2,181 | $19,293-88.7% | $15,900-86.3% | $13,392-83.7% |