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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 | $144,758 | $157,829-8.3% | $136,867+5.8% | $198,609-27.1% |
| Participation rate | 91.7% | 77.2%+14.5pp | 74.5%+17.1pp | 82.4%+9.3pp |
| Annual return | 13.31% | 51.25%-37.9pp | 42.97%-29.7pp | 202.70%-189.4pp |
| Employer contribution / active EE | $3,987 | $3,923+1.6% | $3,547+12.4% | $5,055-21.1% |
| Participant deferral / active EE | $3,417 | $5,463-37.5% | $4,924-30.6% | $6,977-51.0% |
| Admin fee / account holder | $1,256 | $11,107-88.7% | $10,340-87.9% | $19,030-93.4% |