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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 | $156,398-9.2% | $147,318-3.6% | $138,895+2.3% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 15.59% | 78.75%-63.2pp | 70.43%-54.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $5,080 | $4,853+4.7% | $4,593+10.6% | $4,194+21.1% |
| Participant deferral / active EE | $3,429 | $8,237-58.4% | $7,906-56.6% | $6,396-46.4% |
| Admin fee / account holder | $2,620 | $14,976-82.5% | $13,708-80.9% | $12,562-79.1% |