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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 | $123,475 | $123,155+0.3% | $108,753+13.5% | $155,188-20.4% |
| Participation rate | 80.0% | 75.6%+4.4pp | 71.1%+8.9pp | 80.8%-0.8pp |
| Annual return | 16.90% | 44.73%-27.8pp | 37.47%-20.6pp | 148.84%-131.9pp |
| Employer contribution / active EE | $1,495 | $2,811-46.8% | $2,427-38.4% | $4,248-64.8% |
| Participant deferral / active EE | $10,176 | $4,623+120.1% | $4,115+147.3% | $6,531+55.8% |
| Admin fee / account holder | $8,263 | $12,126-31.9% | $10,320-19.9% | $14,480-42.9% |