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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 | $152,102 | $172,111-11.6% | $150,298+1.2% | $137,256+10.8% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 12.30% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $10,080 | $4,636+117.4% | $4,154+142.7% | $4,156+142.5% |
| Participant deferral / active EE | $4,677 | $6,166-24.2% | $5,453-14.2% | $6,407-27.0% |
| Admin fee / account holder | $1,792 | $16,471-89.1% | $14,116-87.3% | $12,270-85.4% |