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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 | $211,166 | $114,013+85.2% | $103,693+103.6% | $155,188+36.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 80.8%-5.8pp |
| Annual return | 19.60% | 49.31%-29.7pp | 47.61%-28.0pp | 148.84%-129.2pp |
| Employer contribution / active EE | $5,000 | $3,131+59.7% | $2,920+71.2% | $4,248+17.7% |
| Participant deferral / active EE | $9,862 | $4,970+98.4% | $4,579+115.4% | $6,531+51.0% |
| Admin fee / account holder | $1,134 | $8,407-86.5% | $7,858-85.6% | $14,480-92.2% |