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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 | $106,140 | $111,535-4.8% | $105,223+0.9% | $137,256-22.7% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | 16.33% | 237.85%-221.5pp | 180.65%-164.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,275 | $3,939-42.3% | $3,689-38.3% | $4,156-45.3% |
| Participant deferral / active EE | $4,280 | $5,500-22.2% | $5,072-15.6% | $6,407-33.2% |
| Admin fee / account holder | $1,553 | $9,721-84.0% | $8,859-82.5% | $12,270-87.3% |