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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 | $112,729+9.1% | $98,716+24.6% | $137,256-10.4% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.3%+0.7pp | 80.0%-10.0pp |
| Annual return | 15.99% | 38.48%-22.5pp | 31.81%-15.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,235 | $2,725-54.7% | $2,279-45.8% | $4,156-70.3% |
| Participant deferral / active EE | $7,188 | $4,640+54.9% | $4,048+77.6% | $6,407+12.2% |
| Admin fee / account holder | $1,578 | $10,129-84.4% | $8,703-81.9% | $12,270-87.1% |