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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 | $148,222 | $162,785-8.9% | $133,959+10.6% | $158,950-6.7% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 16.89% | 41.94%-25.1pp | 45.09%-28.2pp | 302.91%-286.0pp |
| Employer contribution / active EE | $1,815 | $4,975-63.5% | $3,919-53.7% | $4,762-61.9% |
| Participant deferral / active EE | $14,420 | $5,910+144.0% | $5,047+185.7% | $5,983+141.0% |
| Admin fee / account holder | $547 | $11,738-95.3% | $8,928-93.9% | $11,248-95.1% |