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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 | $147,423 | $162,136-9.1% | $152,301-3.2% | $154,746-4.7% |
| Participation rate | 81.0% | 84.1%-3.2pp | 82.4%-1.5pp | 80.7%+0.3pp |
| Annual return | 12.91% | 91.02%-78.1pp | 80.50%-67.6pp | 172.34%-159.4pp |
| Employer contribution / active EE | $2,079 | $4,890-57.5% | $4,624-55.0% | $4,379-52.5% |
| Participant deferral / active EE | $7,910 | $8,341-5.2% | $8,004-1.2% | $6,730+17.5% |
| Admin fee / account holder | $34,832 | $15,759+121.0% | $14,398+141.9% | $14,365+142.5% |