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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 | $156,110 | $136,860+14.1% | $120,344+29.7% | $154,746+0.9% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.7%+3.3pp | 80.7%-0.7pp |
| Annual return | 11.76% | 21.38%-9.6pp | 20.30%-8.5pp | 172.34%-160.6pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,908 | $5,793+19.2% | $5,135+34.5% | $6,730+2.6% |
| Admin fee / account holder | $1,855 | $15,393-87.9% | $12,742-85.4% | $14,365-87.1% |