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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 | $122,945 | $162,821-24.5% | $133,978-8.2% | $158,982-22.7% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.7pp |
| Annual return | 30.95% | 41.95%-11.0pp | 45.10%-14.2pp | 302.99%-272.0pp |
| Employer contribution / active EE | $4,080 | $4,976-18.0% | $3,919+4.1% | $4,763-14.3% |
| Participant deferral / active EE | $6,174 | $5,910+4.5% | $5,047+22.3% | $5,983+3.2% |
| Admin fee / account holder | $670 | $11,742-94.3% | $8,930-92.5% | $11,252-94.0% |