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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 | $218,996 | $107,666+103.4% | $102,184+114.3% | $154,746+41.5% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.6%+0.7pp | 80.7%+2.6pp |
| Annual return | 12.20% | 29.33%-17.1pp | 31.58%-19.4pp | 172.34%-160.1pp |
| Employer contribution / active EE | $488 | $3,846-87.3% | $3,594-86.4% | $4,379-88.9% |
| Participant deferral / active EE | $5,947 | $8,719-31.8% | $8,309-28.4% | $6,730-11.6% |
| Admin fee / account holder | $4,383 | $12,943-66.1% | $11,609-62.2% | $14,365-69.5% |