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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 | $102,248 | $172,111-40.6% | $150,298-32.0% | $137,256-25.5% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 16.80% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $4,292 | $4,636-7.4% | $4,154+3.3% | $4,156+3.3% |
| Participant deferral / active EE | $7,605 | $6,166+23.3% | $5,453+39.5% | $6,407+18.7% |
| Admin fee / account holder | $4,925 | $16,471-70.1% | $14,116-65.1% | $12,270-59.9% |