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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 | $188,442 | $196,972-4.3% | $182,262+3.4% | $198,609-5.1% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 10.79% | 158.27%-147.5pp | 140.60%-129.8pp | 202.70%-191.9pp |
| Employer contribution / active EE | $1,460 | $5,364-72.8% | $5,046-71.1% | $5,055-71.1% |
| Participant deferral / active EE | $9,799 | $8,643+13.4% | $8,276+18.4% | $6,977+40.4% |
| Admin fee / account holder | $10,131 | $18,429-45.0% | $16,712-39.4% | $19,030-46.8% |