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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 | $173,922 | $227,597-23.6% | $189,575-8.3% | $167,536+3.8% |
| Participation rate | 95.2% | 82.5%+12.7pp | 78.4%+16.8pp | 82.1%+13.1pp |
| Annual return | 27.53% | 78.44%-50.9pp | 64.19%-36.7pp | 478.82%-451.3pp |
| Employer contribution / active EE | $2,438 | $5,316-54.1% | $4,412-44.7% | $4,839-49.6% |
| Participant deferral / active EE | $4,809 | $7,002-31.3% | $6,174-22.1% | $6,342-24.2% |
| Admin fee / account holder | $2,140 | $11,877-82.0% | $9,806-78.2% | $12,315-82.6% |