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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 | $183,108 | $124,425+47.2% | $112,040+63.4% | $137,256+33.4% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 13.99% | 24.72%-10.7pp | 24.52%-10.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,454 | $3,411-28.1% | $2,954-16.9% | $4,156-41.0% |
| Participant deferral / active EE | $4,343 | $5,718-24.1% | $5,098-14.8% | $6,407-32.2% |
| Admin fee / account holder | $7,505 | $15,207-50.6% | $12,098-38.0% | $12,270-38.8% |