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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 | $182,664 | $209,336-12.7% | $197,124-7.3% | $137,256+33.1% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 17.15% | 48.09%-30.9pp | 44.34%-27.2pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,390 | $6,591-63.7% | $6,227-61.6% | $4,156-42.5% |
| Participant deferral / active EE | $11,431 | $9,614+18.9% | $9,135+25.1% | $6,407+78.4% |
| Admin fee / account holder | $13,392 | $17,308-22.6% | $16,298-17.8% | $12,270+9.1% |