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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 | $144,826 | $110,337+31.3% | $102,383+41.5% | $145,877-0.7% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 11.77% | 24.83%-13.1pp | 24.94%-13.2pp | 551.28%-539.5pp |
| Employer contribution / active EE | $3,261 | $4,216-22.6% | $3,870-15.7% | $4,663-30.1% |
| Participant deferral / active EE | $10,957 | $5,621+94.9% | $5,060+116.5% | $6,691+63.8% |
| Admin fee / account holder | $3,006 | $9,750-69.2% | $8,391-64.2% | $13,402-77.6% |