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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 | $123,000-22.4% | $105,582-9.6% | $198,609-51.9% |
| Participation rate | 92.9% | 76.8%+16.1pp | 71.8%+21.1pp | 82.4%+10.5pp |
| Annual return | 18.53% | 18.31%+0.2pp | 18.61%-0.1pp | 202.70%-184.2pp |
| Employer contribution / active EE | $3,506 | $3,582-2.1% | $2,984+17.5% | $5,055-30.6% |
| Participant deferral / active EE | $5,445 | $5,013+8.6% | $4,353+25.1% | $6,977-22.0% |
| Admin fee / account holder | $992 | $16,254-93.9% | $12,856-92.3% | $19,030-94.8% |