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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 | $145,673 | $156,398-6.9% | $147,318-1.1% | $138,895+4.9% |
| Participation rate | 88.2% | 83.8%+4.5pp | 82.1%+6.2pp | 79.9%+8.3pp |
| Annual return | 19.65% | 78.75%-59.1pp | 70.43%-50.8pp | 145.39%-125.7pp |
| Employer contribution / active EE | $2,081 | $4,853-57.1% | $4,593-54.7% | $4,194-50.4% |
| Participant deferral / active EE | $8,166 | $8,237-0.9% | $7,906+3.3% | $6,396+27.7% |
| Admin fee / account holder | $5,200 | $14,976-65.3% | $13,708-62.1% | $12,562-58.6% |