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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 | $137,624 | $213,785-35.6% | $185,441-25.8% | $155,188-11.3% |
| Participation rate | 85.7% | 83.2%+2.5pp | 80.3%+5.5pp | 80.8%+4.9pp |
| Annual return | 17.25% | 19.97%-2.7pp | 20.16%-2.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,743 | $6,864-45.5% | $6,152-39.2% | $6,531-42.7% |
| Admin fee / account holder | $14,785 | $21,134-30.0% | $17,890-17.4% | $14,480+2.1% |