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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 | $138,543 | $99,053+39.9% | $88,179+57.1% | $138,895-0.3% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.1%+18.4pp | 79.9%+7.6pp |
| Annual return | 16.62% | 78.17%-61.5pp | 64.97%-48.3pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,225 | $2,882-22.8% | $2,549-12.7% | $4,194-46.9% |
| Participant deferral / active EE | $4,792 | $5,225-8.3% | $4,614+3.9% | $6,396-25.1% |
| Admin fee / account holder | $1,493 | $8,748-82.9% | $7,673-80.5% | $12,562-88.1% |