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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 | $111,535+40.1% | $105,223+48.5% | $137,256+13.9% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 18.40% | 237.85%-219.5pp | 180.65%-162.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,505 | $3,939-61.8% | $3,689-59.2% | $4,156-63.8% |
| Participant deferral / active EE | $5,624 | $5,500+2.3% | $5,072+10.9% | $6,407-12.2% |
| Admin fee / account holder | $7,997 | $9,721-17.7% | $8,859-9.7% | $12,270-34.8% |