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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 | $123,155-7.5% | $108,753+4.7% | $155,188-26.6% |
| Participation rate | 73.3% | 75.6%-2.3pp | 71.1%+2.2pp | 80.8%-7.5pp |
| Annual return | 12.51% | 44.73%-32.2pp | 37.47%-25.0pp | 148.84%-136.3pp |
| Employer contribution / active EE | $1,550 | $2,811-44.9% | $2,427-36.1% | $4,248-63.5% |
| Participant deferral / active EE | $3,430 | $4,623-25.8% | $4,115-16.7% | $6,531-47.5% |
| Admin fee / account holder | $7,479 | $12,126-38.3% | $10,320-27.5% | $14,480-48.3% |