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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 | $149,248 | $112,729+32.4% | $98,716+51.2% | $137,256+8.7% |
| Participation rate | 82.4% | 74.2%+8.1pp | 69.3%+13.1pp | 80.0%+2.4pp |
| Annual return | 12.25% | 38.48%-26.2pp | 31.81%-19.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,527 | $2,725-7.3% | $2,279+10.9% | $4,156-39.2% |
| Participant deferral / active EE | $8,884 | $4,640+91.4% | $4,048+119.5% | $6,407+38.7% |
| Admin fee / account holder | $3,654 | $10,129-63.9% | $8,703-58.0% | $12,270-70.2% |