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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 | $122,629 | $97,289+26.0% | $92,805+32.1% | $155,188-21.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 28.94% | 29.03%-0.1pp | 31.59%-2.6pp | 148.84%-119.9pp |
| Employer contribution / active EE | $3,660 | $3,632+0.8% | $3,424+6.9% | $4,248-13.8% |
| Participant deferral / active EE | $9,882 | $8,795+12.4% | $8,448+17.0% | $6,531+51.3% |
| Admin fee / account holder | $1,603 | $12,015-86.7% | $10,911-85.3% | $14,480-88.9% |