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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 | $140,282 | $184,014-23.8% | $161,149-12.9% | $138,895+1.0% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.8%+4.5pp | 79.9%+3.4pp |
| Annual return | 17.47% | 21.52%-4.1pp | 21.16%-3.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $4,050 | $5,055-19.9% | $4,360-7.1% | $4,194-3.4% |
| Participant deferral / active EE | $12,498 | $6,909+80.9% | $6,153+103.1% | $6,396+95.4% |
| Admin fee / account holder | $868 | $18,027-95.2% | $15,194-94.3% | $12,562-93.1% |