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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 | $200,306 | $201,344-0.5% | $184,243+8.7% | $145,877+37.3% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 10.74% | 29.01%-18.3pp | 28.82%-18.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $3,782 | $7,022-46.1% | $6,427-41.1% | $4,663-18.9% |
| Participant deferral / active EE | $9,622 | $9,807-1.9% | $9,132+5.4% | $6,691+43.8% |
| Admin fee / account holder | $10,550 | $16,382-35.6% | $13,914-24.2% | $13,402-21.3% |