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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 | $134,500 | $185,312-27.4% | $161,489-16.7% | $154,746-13.1% |
| Participation rate | 84.6% | 82.5%+2.2pp | 78.7%+5.9pp | 80.7%+3.9pp |
| Annual return | 13.05% | 103.84%-90.8pp | 89.72%-76.7pp | 172.34%-159.3pp |
| Employer contribution / active EE | $2,814 | $4,769-41.0% | $4,268-34.1% | $4,379-35.7% |
| Participant deferral / active EE | $9,162 | $6,350+44.3% | $5,630+62.7% | $6,730+36.1% |
| Admin fee / account holder | $17,749 | $18,654-4.9% | $16,006+10.9% | $14,365+23.6% |