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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 | $132,571 | $155,555-14.8% | $146,866-9.7% | $155,188-14.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 15.15% | 115.41%-100.3pp | 102.85%-87.7pp | 148.84%-133.7pp |
| Employer contribution / active EE | $1,859 | $4,647-60.0% | $4,425-58.0% | $4,248-56.2% |
| Participant deferral / active EE | $12,028 | $8,044+49.5% | $7,759+55.0% | $6,531+84.2% |
| Admin fee / account holder | $7,325 | $14,755-50.4% | $13,620-46.2% | $14,480-49.4% |