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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 | $156,654 | $100,970+55.1% | $96,576+62.2% | $137,256+14.1% |
| Participation rate | 94.7% | 82.6%+12.1pp | 81.4%+13.3pp | 80.0%+14.8pp |
| Annual return | 13.22% | 38.16%-24.9pp | 38.47%-25.2pp | 220.34%-207.1pp |
| Employer contribution / active EE | $4,200 | $3,809+10.3% | $3,553+18.2% | $4,156+1.1% |
| Participant deferral / active EE | $2,490 | $8,286-69.9% | $7,956-68.7% | $6,407-61.1% |
| Admin fee / account holder | $3,821 | $11,312-66.2% | $11,381-66.4% | $12,270-68.9% |