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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 | $124,425+15.5% | $112,040+28.2% | $137,256+4.7% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 14.36% | 24.72%-10.4pp | 24.52%-10.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,801 | $3,411-47.2% | $2,954-39.0% | $4,156-56.7% |
| Participant deferral / active EE | $3,864 | $5,718-32.4% | $5,098-24.2% | $6,407-39.7% |
| Admin fee / account holder | $13,228 | $15,207-13.0% | $12,098+9.3% | $12,270+7.8% |