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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 | $187,177 | $106,524+75.7% | $152,301+22.9% | $87,485+114.0% |
| Participation rate | 86.0% | 75.8%+10.2pp | 82.4%+3.6pp | 68.9%+17.1pp |
| Annual return | 15.84% | 26.89%-11.1pp | 80.50%-64.7pp | 26.06%-10.2pp |
| Employer contribution / active EE | $3,306 | $3,371-1.9% | $4,624-28.5% | $2,596+27.4% |
| Participant deferral / active EE | $10,523 | $6,525+61.3% | $8,004+31.5% | $4,274+146.2% |
| Admin fee / account holder | $19,975 | $8,287+141.0% | $14,398+38.7% | $7,775+156.9% |