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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 | $132,571 | $156,398-15.2% | $147,318-10.0% | $138,895-4.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 15.15% | 78.75%-63.6pp | 70.43%-55.3pp | 145.39%-130.2pp |
| Employer contribution / active EE | $1,859 | $4,853-61.7% | $4,593-59.5% | $4,194-55.7% |
| Participant deferral / active EE | $12,028 | $8,237+46.0% | $7,906+52.1% | $6,396+88.0% |
| Admin fee / account holder | $7,325 | $14,976-51.1% | $13,708-46.6% | $12,562-41.7% |