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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 | $239,544 | $162,136+47.7% | $152,301+57.3% | $154,746+54.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 15.61% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $2,699 | $4,890-44.8% | $4,624-41.6% | $4,379-38.4% |
| Participant deferral / active EE | $7,496 | $8,341-10.1% | $8,004-6.3% | $6,730+11.4% |
| Admin fee / account holder | $2,937 | $15,759-81.4% | $14,398-79.6% | $14,365-79.6% |