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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 | $151,140 | $123,478+22.4% | $216,567-30.2% | $94,015+60.8% |
| Participation rate | 80.0% | 75.1%+4.9pp | 81.6%-1.6pp | 70.8%+9.2pp |
| Annual return | 12.00% | 23.61%-11.6pp | 12.94%-0.9pp | 17.84%-5.8pp |
| Employer contribution / active EE | $1,976 | $3,136-37.0% | $5,216-62.1% | $2,790-29.2% |
| Participant deferral / active EE | $3,992 | $4,556-12.4% | $6,191-35.5% | $4,249-6.1% |
| Admin fee / account holder | $17,163 | $12,753+34.6% | $21,981-21.9% | $8,951+91.7% |