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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 | $185,312-17.9% | $161,489-5.8% | $154,746-1.7% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 12.30% | 103.84%-91.5pp | 89.72%-77.4pp | 172.34%-160.0pp |
| Employer contribution / active EE | $10,080 | $4,769+111.4% | $4,268+136.2% | $4,379+130.2% |
| Participant deferral / active EE | $4,677 | $6,350-26.4% | $5,630-16.9% | $6,730-30.5% |
| Admin fee / account holder | $1,792 | $18,654-90.4% | $16,006-88.8% | $14,365-87.5% |