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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 | $149,248 | $124,980+19.4% | $108,359+37.7% | $154,746-3.6% |
| Participation rate | 82.4% | 75.2%+7.2pp | 70.1%+12.2pp | 80.7%+1.7pp |
| Annual return | 12.25% | 45.00%-32.7pp | 36.89%-24.6pp | 172.34%-160.1pp |
| Employer contribution / active EE | $2,527 | $2,851-11.4% | $2,399+5.3% | $4,379-42.3% |
| Participant deferral / active EE | $8,884 | $4,743+87.3% | $4,137+114.7% | $6,730+32.0% |
| Admin fee / account holder | $3,654 | $11,502-68.2% | $9,741-62.5% | $14,365-74.6% |