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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 | $195,593 | $196,972-0.7% | $182,262+7.3% | $198,609-1.5% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 13.55% | 158.27%-144.7pp | 140.60%-127.0pp | 202.70%-189.2pp |
| Employer contribution / active EE | $3,656 | $5,364-31.8% | $5,046-27.5% | $5,055-27.7% |
| Participant deferral / active EE | $13,098 | $8,643+51.6% | $8,276+58.3% | $6,977+87.7% |
| Admin fee / account holder | $2,525 | $18,429-86.3% | $16,712-84.9% | $19,030-86.7% |