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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 | $172,111-21.9% | $150,298-10.5% | $137,256-2.0% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.9pp | 80.0%+4.7pp |
| Annual return | 13.05% | 69.37%-56.3pp | 62.79%-49.7pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,814 | $4,636-39.3% | $4,154-32.3% | $4,156-32.3% |
| Participant deferral / active EE | $9,162 | $6,166+48.6% | $5,453+68.0% | $6,407+43.0% |
| Admin fee / account holder | $17,749 | $16,471+7.8% | $14,116+25.7% | $12,270+44.6% |