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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 | $153,343 | $154,228-0.6% | $145,433+5.4% | $137,256+11.7% |
| Participation rate | 73.7% | 83.8%-10.1pp | 82.1%-8.4pp | 80.0%-6.3pp |
| Annual return | 13.91% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,203 | $4,804-33.3% | $4,554-29.7% | $4,156-22.9% |
| Participant deferral / active EE | $7,130 | $8,216-13.2% | $7,897-9.7% | $6,407+11.3% |
| Admin fee / account holder | $24,035 | $14,344+67.6% | $13,129+83.1% | $12,270+95.9% |