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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 | $182,335 | $223,823-18.5% | $211,142-13.6% | $154,746+17.8% |
| Participation rate | 85.0% | 87.9%-2.9pp | 87.3%-2.3pp | 80.7%+4.3pp |
| Annual return | 18.02% | 50.39%-32.4pp | 46.84%-28.8pp | 172.34%-154.3pp |
| Employer contribution / active EE | $4,407 | $6,787-35.1% | $6,442-31.6% | $4,379+0.6% |
| Participant deferral / active EE | $9,623 | $9,750-1.3% | $9,284+3.6% | $6,730+43.0% |
| Admin fee / account holder | $3,376 | $19,707-82.9% | $19,076-82.3% | $14,365-76.5% |