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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 | $148,344 | $118,488+25.2% | $98,462+50.7% | $139,487+6.4% |
| Participation rate | 77.8% | 77.5%+0.3pp | 75.2%+2.6pp | 80.3%-2.6pp |
| Annual return | 13.31% | 18.96%-5.6pp | 21.17%-7.9pp | 373.84%-360.5pp |
| Employer contribution / active EE | $2,052 | $3,611-43.2% | $3,049-32.7% | $4,755-56.8% |
| Participant deferral / active EE | $5,095 | $5,393-5.5% | $4,738+7.5% | $6,713-24.1% |
| Admin fee / account holder | $4,187 | $13,868-69.8% | $8,875-52.8% | $11,407-63.3% |