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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 | $158,254 | $111,814+41.5% | $103,378+53.1% | $145,978+8.4% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 33.34% | 24.80%+8.5pp | 24.91%+8.4pp | 550.52%-517.2pp |
| Employer contribution / active EE | $3,175 | $4,215-24.7% | $3,870-18.0% | $4,662-31.9% |
| Participant deferral / active EE | $9,422 | $5,618+67.7% | $5,058+86.3% | $6,690+40.8% |
| Admin fee / account holder | $4,352 | $9,764-55.4% | $8,401-48.2% | $13,400-67.5% |