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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 | $156,288 | $129,737+20.5% | $119,126+31.2% | $154,746+1.0% |
| Participation rate | 71.4% | 78.9%-7.4pp | 75.8%-4.3pp | 80.7%-9.3pp |
| Annual return | 18.40% | 379.08%-360.7pp | 282.11%-263.7pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,505 | $4,375-65.6% | $4,034-62.7% | $4,379-65.6% |
| Participant deferral / active EE | $5,624 | $5,842-3.7% | $5,318+5.8% | $6,730-16.4% |
| Admin fee / account holder | $7,997 | $11,961-33.1% | $10,693-25.2% | $14,365-44.3% |