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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 | $95,464 | $87,166+9.5% | $76,735+24.4% | $137,256-30.4% |
| Participation rate | 92.9% | 74.4%+18.5pp | 69.5%+23.4pp | 80.0%+12.9pp |
| Annual return | 18.53% | 26.50%-8.0pp | 29.77%-11.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $3,506 | $2,904+20.7% | $2,454+42.9% | $4,156-15.6% |
| Participant deferral / active EE | $5,445 | $4,726+15.2% | $4,088+33.2% | $6,407-15.0% |
| Admin fee / account holder | $992 | $8,403-88.2% | $7,189-86.2% | $12,270-91.9% |