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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 | $161,927 | $113,338+42.9% | $94,993+70.5% | $147,586+9.7% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.9%+1.1pp | 82.8%-7.8pp |
| Annual return | 8.35% | 20.80%-12.4pp | 27.14%-18.8pp | 578.59%-570.2pp |
| Employer contribution / active EE | $6,457 | $3,160+104.3% | $2,603+148.0% | $4,876+32.4% |
| Participant deferral / active EE | $1,443 | $3,777-61.8% | $3,317-56.5% | $5,439-73.5% |
| Admin fee / account holder | $10,941 | $6,063+80.5% | $4,960+120.6% | $10,886+0.5% |