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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 | $126,384 | $115,225+9.7% | $100,712+25.5% | $138,895-9.0% |
| Participation rate | 73.9% | 74.3%-0.4pp | 69.3%+4.6pp | 79.9%-6.0pp |
| Annual return | 11.44% | 40.35%-28.9pp | 33.27%-21.8pp | 145.39%-134.0pp |
| Employer contribution / active EE | $1,330 | $2,771-52.0% | $2,313-42.5% | $4,194-68.3% |
| Participant deferral / active EE | $3,401 | $4,699-27.6% | $4,085-16.7% | $6,396-46.8% |
| Admin fee / account holder | $8,525 | $10,844-21.4% | $9,256-7.9% | $12,562-32.1% |