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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 | $169,065 | $227,566-25.7% | $189,558-10.8% | $167,518+0.9% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.5%-3.5pp | 82.1%-7.1pp |
| Annual return | 9.47% | 78.43%-69.0pp | 64.19%-54.7pp | 478.71%-469.2pp |
| Employer contribution / active EE | $2,588 | $5,316-51.3% | $4,412-41.3% | $4,838-46.5% |
| Participant deferral / active EE | $3,360 | $7,002-52.0% | $6,174-45.6% | $6,342-47.0% |
| Admin fee / account holder | $1,847 | $11,881-84.5% | $9,809-81.2% | $12,312-85.0% |