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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 | $126,661+44.6% | $113,397+61.5% | $138,895+31.8% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.5%+13.5pp | 79.9%+10.1pp |
| Annual return | 13.99% | 25.05%-11.1pp | 23.20%-9.2pp | 145.39%-131.4pp |
| Employer contribution / active EE | $2,454 | $3,456-29.0% | $2,977-17.6% | $4,194-41.5% |
| Participant deferral / active EE | $4,343 | $5,693-23.7% | $5,076-14.5% | $6,396-32.1% |
| Admin fee / account holder | $7,505 | $14,549-48.4% | $11,957-37.2% | $12,562-40.3% |