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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 | $113,919 | $124,980-8.9% | $108,359+5.1% | $154,746-26.4% |
| Participation rate | 73.3% | 75.2%-1.8pp | 70.1%+3.2pp | 80.7%-7.4pp |
| Annual return | 12.51% | 45.00%-32.5pp | 36.89%-24.4pp | 172.34%-159.8pp |
| Employer contribution / active EE | $1,550 | $2,851-45.6% | $2,399-35.4% | $4,379-64.6% |
| Participant deferral / active EE | $3,430 | $4,743-27.7% | $4,137-17.1% | $6,730-49.0% |
| Admin fee / account holder | $7,479 | $11,502-35.0% | $9,741-23.2% | $14,365-47.9% |