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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 | $112,912 | $106,749+5.8% | $145,433-22.4% | $82,448+37.0% |
| Participation rate | 85.7% | 75.6%+10.1pp | 82.1%+3.6pp | 68.1%+17.6pp |
| Annual return | 16.70% | 27.59%-10.9pp | 66.58%-49.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,945 | $3,444-43.5% | $4,554-57.3% | $2,551-23.8% |
| Participant deferral / active EE | $5,609 | $6,519-14.0% | $7,897-29.0% | $4,139+35.5% |
| Admin fee / account holder | $21,473 | $8,390+155.9% | $13,129+63.6% | $7,234+196.8% |