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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 | $197,983 | $227,597-13.0% | $189,575+4.4% | $167,536+18.2% |
| Participation rate | 93.3% | 82.5%+10.8pp | 78.4%+14.9pp | 82.1%+11.2pp |
| Annual return | 13.47% | 78.44%-65.0pp | 64.19%-50.7pp | 478.82%-465.3pp |
| Employer contribution / active EE | $5,748 | $5,316+8.1% | $4,412+30.3% | $4,839+18.8% |
| Participant deferral / active EE | $6,367 | $7,002-9.1% | $6,174+3.1% | $6,342+0.4% |
| Admin fee / account holder | $8,462 | $11,877-28.7% | $9,806-13.7% | $12,315-31.3% |