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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 | $223,823-18.4% | $211,142-13.5% | $154,746+18.0% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 17.15% | 50.39%-33.2pp | 46.84%-29.7pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,390 | $6,787-64.8% | $6,442-62.9% | $4,379-45.4% |
| Participant deferral / active EE | $11,431 | $9,750+17.2% | $9,284+23.1% | $6,730+69.8% |
| Admin fee / account holder | $13,392 | $19,707-32.0% | $19,076-29.8% | $14,365-6.8% |