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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 | $107,733-11.4% | $92,985+2.7% | $154,746-38.3% |
| Participation rate | 92.9% | 74.6%+18.3pp | 69.5%+23.4pp | 80.7%+12.2pp |
| Annual return | 18.53% | 30.39%-11.9pp | 27.99%-9.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $3,506 | $3,126+12.1% | $2,662+31.7% | $4,379-19.9% |
| Participant deferral / active EE | $5,445 | $5,053+7.8% | $4,377+24.4% | $6,730-19.1% |
| Admin fee / account holder | $992 | $11,369-91.3% | $9,463-89.5% | $14,365-93.1% |