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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 | $164,611 | $182,442-9.8% | $163,379+0.8% | $138,895+18.5% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.8%-5.4pp | 79.9%-8.5pp |
| Annual return | 17.00% | 72.74%-55.7pp | 63.41%-46.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,117 | $6,817+19.1% | $6,282+29.2% | $6,396+26.9% |
| Admin fee / account holder | $10,923 | $10,396+5.1% | $9,818+11.3% | $12,562-13.0% |