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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 | $202,341 | $199,109+1.6% | $173,730+16.5% | $154,746+30.8% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 11.87% | 20.02%-8.1pp | 19.96%-8.1pp | 172.34%-160.5pp |
| Employer contribution / active EE | $2,795 | $5,311-47.4% | $4,577-38.9% | $4,379-36.2% |
| Participant deferral / active EE | $5,995 | $7,113-15.7% | $6,326-5.2% | $6,730-10.9% |
| Admin fee / account holder | $43,110 | $20,916+106.1% | $17,523+146.0% | $14,365+200.1% |