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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 | $96,309 | $111,301-13.5% | $112,977-14.8% | $158,966-39.4% |
| Participation rate | 83.3% | 83.5%-0.2pp | 82.6%+0.8pp | 82.0%+1.4pp |
| Annual return | 19.89% | 26.40%-6.5pp | 24.24%-4.4pp | 302.95%-283.1pp |
| Employer contribution / active EE | $1,403 | $4,471-68.6% | $4,255-67.0% | $4,762-70.6% |
| Participant deferral / active EE | $6,717 | $5,880+14.2% | $5,836+15.1% | $5,983+12.3% |
| Admin fee / account holder | $917 | $8,392-89.1% | $6,294-85.4% | $11,250-91.8% |