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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 | $128,444 | $124,425+3.2% | $112,040+14.6% | $137,256-6.4% |
| Participation rate | 78.9% | 79.3%-0.4pp | 76.5%+2.5pp | 80.0%-1.0pp |
| Annual return | 15.59% | 24.72%-9.1pp | 24.52%-8.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,211 | $3,411-35.2% | $2,954-25.2% | $4,156-46.8% |
| Participant deferral / active EE | $8,329 | $5,718+45.7% | $5,098+63.4% | $6,407+30.0% |
| Admin fee / account holder | $22,938 | $15,207+50.8% | $12,098+89.6% | $12,270+86.9% |