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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 | $107,159 | $112,729-4.9% | $98,716+8.6% | $137,256-21.9% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.3%+21.6pp | 80.0%+10.9pp |
| Annual return | 12.79% | 38.48%-25.7pp | 31.81%-19.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,594 | $4,640-22.5% | $4,048-11.2% | $6,407-43.9% |
| Admin fee / account holder | $9,330 | $10,129-7.9% | $8,703+7.2% | $12,270-24.0% |