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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 | $138,692 | $162,136-14.5% | $152,301-8.9% | $154,746-10.4% |
| Participation rate | 78.9% | 84.1%-5.2pp | 82.4%-3.5pp | 80.7%-1.8pp |
| Annual return | 12.20% | 91.02%-78.8pp | 80.50%-68.3pp | 172.34%-160.1pp |
| Employer contribution / active EE | $3,134 | $4,890-35.9% | $4,624-32.2% | $4,379-28.4% |
| Participant deferral / active EE | $8,029 | $8,341-3.7% | $8,004+0.3% | $6,730+19.3% |
| Admin fee / account holder | $5,475 | $15,759-65.3% | $14,398-62.0% | $14,365-61.9% |