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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 | $106,678 | $115,225-7.4% | $100,712+5.9% | $138,895-23.2% |
| Participation rate | 94.1% | 74.3%+19.8pp | 69.3%+24.8pp | 79.9%+14.2pp |
| Annual return | 32.26% | 40.35%-8.1pp | 33.27%-1.0pp | 145.39%-113.1pp |
| Employer contribution / active EE | $1,765 | $2,771-36.3% | $2,313-23.7% | $4,194-57.9% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $9,820 | $10,844-9.4% | $9,256+6.1% | $12,562-21.8% |