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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 | $119,325 | $126,661-5.8% | $113,397+5.2% | $138,895-14.1% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 17.42% | 25.05%-7.6pp | 23.20%-5.8pp | 145.39%-128.0pp |
| Employer contribution / active EE | $1,525 | $3,456-55.9% | $2,977-48.8% | $4,194-63.6% |
| Participant deferral / active EE | $9,445 | $5,693+65.9% | $5,076+86.1% | $6,396+47.7% |
| Admin fee / account holder | $25,075 | $14,549+72.3% | $11,957+109.7% | $12,562+99.6% |