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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 | $196,918 | $181,896+8.3% | $156,551+25.8% | $273,972-28.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 30.31% | 30.74%-0.4pp | 32.23%-1.9pp | 41.46%-11.1pp |
| Employer contribution / active EE | $8,399 | $6,248+34.4% | $5,501+52.7% | $4,869+72.5% |
| Participant deferral / active EE | $18,350 | $5,550+230.6% | $4,871+276.7% | $5,287+247.1% |
| Admin fee / account holder | $2,700 | $15,560-82.6% | $13,028-79.3% | $10,133-73.4% |