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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 | $129,380 | $110,337+17.3% | $102,383+26.4% | $145,877-11.3% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 10.60% | 24.83%-14.2pp | 24.94%-14.3pp | 551.28%-540.7pp |
| Employer contribution / active EE | $7,821 | $4,216+85.5% | $3,870+102.1% | $4,663+67.7% |
| Participant deferral / active EE | $5,097 | $5,621-9.3% | $5,060+0.7% | $6,691-23.8% |
| Admin fee / account holder | $17,491 | $9,750+79.4% | $8,391+108.4% | $13,402+30.5% |