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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 | $109,627 | $111,535-1.7% | $105,223+4.2% | $137,256-20.1% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 12.43% | 237.85%-225.4pp | 180.65%-168.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,710 | $3,939-56.6% | $3,689-53.6% | $4,156-58.9% |
| Participant deferral / active EE | $4,144 | $5,500-24.7% | $5,072-18.3% | $6,407-35.3% |
| Admin fee / account holder | $4,967 | $9,721-48.9% | $8,859-43.9% | $12,270-59.5% |