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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 | $88,996+7.3% | $78,004+22.4% | $138,895-31.3% |
| Participation rate | 92.9% | 74.4%+18.5pp | 69.4%+23.4pp | 79.9%+12.9pp |
| Annual return | 18.53% | 28.03%-9.5pp | 31.07%-12.5pp | 145.39%-126.9pp |
| Employer contribution / active EE | $3,506 | $2,917+20.2% | $2,469+42.0% | $4,194-16.4% |
| Participant deferral / active EE | $5,445 | $4,724+15.3% | $4,092+33.1% | $6,396-14.9% |
| Admin fee / account holder | $992 | $8,807-88.7% | $7,578-86.9% | $12,562-92.1% |