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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 | $209,336-31.8% | $197,124-27.6% | $137,256+4.0% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 12.60% | 48.09%-35.5pp | 44.34%-31.7pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,419 | $6,591-63.3% | $6,227-61.1% | $4,156-41.8% |
| Participant deferral / active EE | $8,937 | $9,614-7.0% | $9,135-2.2% | $6,407+39.5% |
| Admin fee / account holder | $114,066 | $17,308+559.1% | $16,298+599.9% | $12,270+829.6% |