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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 | $157,826 | $113,338+39.3% | $94,993+66.1% | $147,586+6.9% |
| Participation rate | 76.5% | 78.0%-1.5pp | 73.9%+2.6pp | 82.8%-6.4pp |
| Annual return | 8.58% | 20.80%-12.2pp | 27.14%-18.6pp | 578.59%-570.0pp |
| Employer contribution / active EE | $7,575 | $3,160+139.7% | $2,603+190.9% | $4,876+55.3% |
| Participant deferral / active EE | $2,374 | $3,777-37.2% | $3,317-28.4% | $5,439-56.4% |
| Admin fee / account holder | $46,772 | $6,063+671.5% | $4,960+842.9% | $10,886+329.7% |