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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 | $160,674 | $146,267+9.8% | $197,124-18.5% | $82,448+94.9% |
| Participation rate | 81.8% | 84.0%-2.2pp | 86.7%-4.9pp | 68.1%+13.8pp |
| Annual return | 15.16% | 29.61%-14.5pp | 44.34%-29.2pp | 41.64%-26.5pp |
| Employer contribution / active EE | $3,286 | $4,723-30.4% | $6,227-47.2% | $2,551+28.8% |
| Participant deferral / active EE | $7,884 | $7,035+12.1% | $9,135-13.7% | $4,139+90.5% |
| Admin fee / account holder | $1,837 | $14,422-87.3% | $16,298-88.7% | $7,234-74.6% |