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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 | $148,110 | $138,312+7.1% | $122,979+20.4% | $155,188-4.6% |
| Participation rate | 71.4% | 80.2%-8.8pp | 77.2%-5.8pp | 80.8%-9.4pp |
| Annual return | 11.49% | 22.06%-10.6pp | 20.12%-8.6pp | 148.84%-137.3pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,897 | $5,592-48.2% | $5,003-42.1% | $6,531-55.6% |
| Admin fee / account holder | $4,321 | $15,089-71.4% | $12,864-66.4% | $14,480-70.2% |