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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 | $121,448 | $123,155-1.4% | $108,753+11.7% | $155,188-21.7% |
| Participation rate | 75.0% | 75.6%-0.6pp | 71.1%+3.9pp | 80.8%-5.8pp |
| Annual return | 17.36% | 44.73%-27.4pp | 37.47%-20.1pp | 148.84%-131.5pp |
| Employer contribution / active EE | $6,639 | $2,811+136.1% | $2,427+173.6% | $4,248+56.3% |
| Participant deferral / active EE | $14,948 | $4,623+223.3% | $4,115+263.3% | $6,531+128.9% |
| Admin fee / account holder | $29,182 | $12,126+140.7% | $10,320+182.8% | $14,480+101.5% |