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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 | $188,009 | $213,785-12.1% | $185,441+1.4% | $155,188+21.1% |
| Participation rate | 71.4% | 83.2%-11.8pp | 80.3%-8.8pp | 80.8%-9.4pp |
| Annual return | 7.14% | 19.97%-12.8pp | 20.16%-13.0pp | 148.84%-141.7pp |
| Employer contribution / active EE | $2,059 | $5,393-61.8% | $4,672-55.9% | $4,248-51.5% |
| Participant deferral / active EE | $2,400 | $6,864-65.0% | $6,152-61.0% | $6,531-63.3% |
| Admin fee / account holder | $2,209 | $21,134-89.5% | $17,890-87.7% | $14,480-84.7% |