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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 | $122,972 | $124,980-1.6% | $108,359+13.5% | $154,746-20.5% |
| Participation rate | 70.0% | 75.2%-5.2pp | 70.1%-0.1pp | 80.7%-10.7pp |
| Annual return | 15.99% | 45.00%-29.0pp | 36.89%-20.9pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,235 | $2,851-56.7% | $2,399-48.5% | $4,379-71.8% |
| Participant deferral / active EE | $7,188 | $4,743+51.5% | $4,137+73.7% | $6,730+6.8% |
| Admin fee / account holder | $1,578 | $11,502-86.3% | $9,741-83.8% | $14,365-89.0% |