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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 | $224,605 | $124,425+80.5% | $112,040+100.5% | $137,256+63.6% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 14.95% | 24.72%-9.8pp | 24.52%-9.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,122 | $3,411-37.8% | $2,954-28.2% | $4,156-48.9% |
| Participant deferral / active EE | $5,356 | $5,718-6.3% | $5,098+5.1% | $6,407-16.4% |
| Admin fee / account holder | $19,018 | $15,207+25.1% | $12,098+57.2% | $12,270+55.0% |