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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 | $199,286 | $223,823-11.0% | $211,142-5.6% | $154,746+28.8% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 17.29% | 50.39%-33.1pp | 46.84%-29.5pp | 172.34%-155.0pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,981 | $9,750-28.4% | $9,284-24.8% | $6,730+3.7% |
| Admin fee / account holder | $2,312 | $19,707-88.3% | $19,076-87.9% | $14,365-83.9% |