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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 | $147,423 | $154,228-4.4% | $145,433+1.4% | $137,256+7.4% |
| Participation rate | 81.0% | 83.8%-2.8pp | 82.1%-1.2pp | 80.0%+1.0pp |
| Annual return | 12.91% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,079 | $4,804-56.7% | $4,554-54.3% | $4,156-50.0% |
| Participant deferral / active EE | $7,910 | $8,216-3.7% | $7,897+0.2% | $6,407+23.5% |
| Admin fee / account holder | $34,832 | $14,344+142.8% | $13,129+165.3% | $12,270+183.9% |