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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 | $106,410 | $110,240-3.5% | $96,544+10.2% | $139,487-23.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.3pp | 80.3%+3.0pp |
| Annual return | 12.78% | 26.41%-13.6pp | 25.88%-13.1pp | 373.84%-361.1pp |
| Employer contribution / active EE | $3,619 | $3,622-0.1% | $2,966+22.0% | $4,755-23.9% |
| Participant deferral / active EE | $11,626 | $5,549+109.5% | $4,851+139.6% | $6,713+73.2% |
| Admin fee / account holder | $17,861 | $11,602+53.9% | $8,254+116.4% | $11,407+56.6% |