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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 | $156,694 | $183,627-14.7% | $155,602+0.7% | $145,978+7.3% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 12.57% | 61.32%-48.7pp | 64.81%-52.2pp | 550.52%-537.9pp |
| Employer contribution / active EE | $2,984 | $5,316-43.9% | $4,675-36.2% | $4,662-36.0% |
| Participant deferral / active EE | $10,118 | $6,466+56.5% | $5,629+79.8% | $6,690+51.3% |
| Admin fee / account holder | $1,781 | $19,327-90.8% | $15,923-88.8% | $13,400-86.7% |