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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 | $184,014+10.0% | $161,149+25.6% | $138,895+45.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.8%-3.8pp | 79.9%-4.9pp |
| Annual return | 11.87% | 21.52%-9.6pp | 21.16%-9.3pp | 145.39%-133.5pp |
| Employer contribution / active EE | $2,795 | $5,055-44.7% | $4,360-35.9% | $4,194-33.4% |
| Participant deferral / active EE | $5,995 | $6,909-13.2% | $6,153-2.6% | $6,396-6.3% |
| Admin fee / account holder | $43,110 | $18,027+139.1% | $15,194+183.7% | $12,562+243.2% |