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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 | $166,455 | $114,013+46.0% | $103,693+60.5% | $155,188+7.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 80.8%-5.8pp |
| Annual return | 17.37% | 49.31%-31.9pp | 47.61%-30.2pp | 148.84%-131.5pp |
| Employer contribution / active EE | $2,457 | $3,131-21.5% | $2,920-15.9% | $4,248-42.2% |
| Participant deferral / active EE | $6,896 | $4,970+38.8% | $4,579+50.6% | $6,531+5.6% |
| Admin fee / account holder | $20,734 | $8,407+146.6% | $7,858+163.9% | $14,480+43.2% |