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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 | $201,370-0.5% | $184,256+8.7% | $145,897+37.3% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 10.74% | 29.05%-18.3pp | 28.85%-18.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $3,782 | $7,024-46.2% | $6,427-41.2% | $4,663-18.9% |
| Participant deferral / active EE | $9,622 | $9,808-1.9% | $9,133+5.4% | $6,689+43.8% |
| Admin fee / account holder | $10,550 | $16,364-35.5% | $13,899-24.1% | $13,390-21.2% |