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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 | $174,379-12.8% | $152,0930% | $138,895+9.5% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 12.30% | 74.86%-62.6pp | 66.36%-54.1pp | 145.39%-133.1pp |
| Employer contribution / active EE | $10,080 | $4,652+116.7% | $4,175+141.5% | $4,194+140.3% |
| Participant deferral / active EE | $4,677 | $6,159-24.1% | $5,451-14.2% | $6,396-26.9% |
| Admin fee / account holder | $1,792 | $16,880-89.4% | $14,497-87.6% | $12,562-85.7% |