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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 | $106,864+5.7% | $147,318-23.4% | $82,637+36.6% |
| Participation rate | 85.7% | 75.5%+10.2pp | 82.1%+3.6pp | 68.1%+17.7pp |
| Annual return | 16.70% | 27.49%-10.8pp | 70.43%-53.7pp | 53.51%-36.8pp |
| Employer contribution / active EE | $1,945 | $3,417-43.1% | $4,593-57.7% | $2,552-23.8% |
| Participant deferral / active EE | $5,609 | $6,496-13.7% | $7,906-29.1% | $4,126+35.9% |
| Admin fee / account holder | $21,473 | $8,415+155.2% | $13,708+56.6% | $7,339+192.6% |