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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 | $112,729+1.1% | $98,716+15.4% | $137,256-17.0% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.3%+4.0pp | 80.0%-6.6pp |
| Annual return | 12.51% | 38.48%-26.0pp | 31.81%-19.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,550 | $2,725-43.1% | $2,279-32.0% | $4,156-62.7% |
| Participant deferral / active EE | $3,430 | $4,640-26.1% | $4,048-15.3% | $6,407-46.5% |
| Admin fee / account holder | $7,479 | $10,129-26.2% | $8,703-14.1% | $12,270-39.0% |