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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 | $100,999 | $106,864-5.5% | $147,318-31.4% | $82,637+22.2% |
| Participation rate | 93.1% | 75.5%+17.6pp | 82.1%+11.0pp | 68.1%+25.0pp |
| Annual return | 14.19% | 27.49%-13.3pp | 70.43%-56.2pp | 53.51%-39.3pp |
| Employer contribution / active EE | $3,091 | $3,417-9.5% | $4,593-32.7% | $2,552+21.1% |
| Participant deferral / active EE | $8,717 | $6,496+34.2% | $7,906+10.3% | $4,126+111.3% |
| Admin fee / account holder | $10,540 | $8,415+25.3% | $13,708-23.1% | $7,339+43.6% |