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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 | $139,552 | $162,136-13.9% | $152,301-8.4% | $154,746-9.8% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 17.70% | 91.02%-73.3pp | 80.50%-62.8pp | 172.34%-154.6pp |
| Employer contribution / active EE | $2,458 | $4,890-49.7% | $4,624-46.8% | $4,379-43.9% |
| Participant deferral / active EE | $6,513 | $8,341-21.9% | $8,004-18.6% | $6,730-3.2% |
| Admin fee / account holder | $15,633 | $15,759-0.8% | $14,398+8.6% | $14,365+8.8% |