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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 | $149,763 | $157,276-4.8% | $141,177+6.1% | $152,885-2.0% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 20.97% | 64.33%-43.4pp | 71.40%-50.4pp | 345.39%-324.4pp |
| Employer contribution / active EE | $3,261 | $5,262-38.0% | $4,736-31.1% | $4,763-31.5% |
| Participant deferral / active EE | $7,618 | $7,110+7.1% | $6,710+13.5% | $5,851+30.2% |
| Admin fee / account holder | $2,793 | $12,123-77.0% | $10,263-72.8% | $11,598-75.9% |