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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 | $145,461 | $172,111-15.5% | $150,298-3.2% | $137,256+6.0% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 16.80% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,690 | $4,636-63.5% | $4,154-59.3% | $4,156-59.3% |
| Participant deferral / active EE | $4,489 | $6,166-27.2% | $5,453-17.7% | $6,407-29.9% |
| Admin fee / account holder | $1,193 | $16,471-92.8% | $14,116-91.6% | $12,270-90.3% |