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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 | $117,955 | $107,421+9.8% | $182,262-35.3% | $94,015+25.5% |
| Participation rate | 77.8% | 77.8%0pp | 84.2%-6.4pp | 70.8%+7.0pp |
| Annual return | 15.56% | 21.32%-5.8pp | 140.60%-125.0pp | 17.84%-2.3pp |
| Employer contribution / active EE | $3,234 | $3,448-6.2% | $5,046-35.9% | $2,790+15.9% |
| Participant deferral / active EE | $6,691 | $6,558+2.0% | $8,276-19.2% | $4,249+57.4% |
| Admin fee / account holder | $6,819 | $8,692-21.6% | $16,712-59.2% | $8,951-23.8% |