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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 | $224,197 | $110,410+103.1% | $102,437+118.9% | $145,897+53.7% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-7.0pp |
| Annual return | 9.76% | 24.85%-15.1pp | 24.95%-15.2pp | 552.29%-542.5pp |
| Employer contribution / active EE | $1,879 | $4,217-55.4% | $3,871-51.4% | $4,663-59.7% |
| Participant deferral / active EE | $6,013 | $5,622+7.0% | $5,060+18.8% | $6,689-10.1% |
| Admin fee / account holder | $4,743 | $9,745-51.3% | $8,388-43.5% | $13,390-64.6% |