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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 | $142,067 | $154,228-7.9% | $145,433-2.3% | $137,256+3.5% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 15.59% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $5,080 | $4,804+5.7% | $4,554+11.5% | $4,156+22.2% |
| Participant deferral / active EE | $3,429 | $8,216-58.3% | $7,897-56.6% | $6,407-46.5% |
| Admin fee / account holder | $2,620 | $14,344-81.7% | $13,129-80.0% | $12,270-78.6% |