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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 | $142,794 | $212,386-32.8% | $199,883-28.6% | $138,895+2.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 12.60% | 47.75%-35.1pp | 43.81%-31.2pp | 145.39%-132.8pp |
| Employer contribution / active EE | $2,419 | $6,625-63.5% | $6,261-61.4% | $4,194-42.3% |
| Participant deferral / active EE | $8,937 | $9,617-7.1% | $9,138-2.2% | $6,396+39.7% |
| Admin fee / account holder | $114,066 | $18,233+525.6% | $17,268+560.6% | $12,562+808.0% |