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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 | $143,668 | $136,860+5.0% | $120,344+19.4% | $154,746-7.2% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.7%+3.3pp | 80.7%-0.7pp |
| Annual return | 14.36% | 21.38%-7.0pp | 20.30%-5.9pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,801 | $3,533-49.0% | $3,020-40.4% | $4,379-58.9% |
| Participant deferral / active EE | $3,864 | $5,793-33.3% | $5,135-24.7% | $6,730-42.6% |
| Admin fee / account holder | $13,228 | $15,393-14.1% | $12,742+3.8% | $14,365-7.9% |