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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 | $139,552 | $154,228-9.5% | $145,433-4.0% | $137,256+1.7% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 17.70% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,458 | $4,804-48.8% | $4,554-46.0% | $4,156-40.9% |
| Participant deferral / active EE | $6,513 | $8,216-20.7% | $7,897-17.5% | $6,407+1.7% |
| Admin fee / account holder | $15,633 | $14,344+9.0% | $13,129+19.1% | $12,270+27.4% |