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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 | $161,439 | $152,619+5.8% | $125,195+28.9% | $152,909+5.6% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.5%+7.5pp |
| Annual return | 19.05% | 54.85%-35.8pp | 43.79%-24.7pp | 345.46%-326.4pp |
| Employer contribution / active EE | $1,727 | $4,947-65.1% | $3,866-55.3% | $4,764-63.7% |
| Participant deferral / active EE | $4,848 | $5,869-17.4% | $4,937-1.8% | $5,851-17.1% |
| Admin fee / account holder | $2,266 | $13,437-83.1% | $9,704-76.6% | $11,601-80.5% |