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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 | $113,494 | $114,119-0.5% | $107,187+5.9% | $138,895-18.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 19.18% | 273.21%-254.0pp | 204.55%-185.4pp | 145.39%-126.2pp |
| Employer contribution / active EE | $2,510 | $4,059-38.2% | $3,782-33.6% | $4,194-40.1% |
| Participant deferral / active EE | $9,960 | $5,538+79.9% | $5,096+95.5% | $6,396+55.7% |
| Admin fee / account holder | $933 | $10,024-90.7% | $9,162-89.8% | $12,562-92.6% |