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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 | $185,875 | $185,312+0.3% | $161,489+15.1% | $154,746+20.1% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 16.72% | 103.84%-87.1pp | 89.72%-73.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,222 | $4,769-74.4% | $4,268-71.4% | $4,379-72.1% |
| Participant deferral / active EE | $9,084 | $6,350+43.1% | $5,630+61.4% | $6,730+35.0% |
| Admin fee / account holder | $1,151 | $18,654-93.8% | $16,006-92.8% | $14,365-92.0% |