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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 | $124,046 | $136,860-9.4% | $120,344+3.1% | $154,746-19.8% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 16.56% | 21.38%-4.8pp | 20.30%-3.7pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,105 | $3,533-68.7% | $3,020-63.4% | $4,379-74.8% |
| Participant deferral / active EE | $8,247 | $5,793+42.4% | $5,135+60.6% | $6,730+22.5% |
| Admin fee / account holder | $1,065 | $15,393-93.1% | $12,742-91.6% | $14,365-92.6% |