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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 | $102,609+52.7% | $98,090+59.7% | $138,895+12.8% |
| Participation rate | 94.7% | 82.8%+12.0pp | 81.5%+13.2pp | 79.9%+14.8pp |
| Annual return | 13.22% | 36.44%-23.2pp | 37.05%-23.8pp | 145.39%-132.2pp |
| Employer contribution / active EE | $4,200 | $3,867+8.6% | $3,606+16.5% | $4,194+0.1% |
| Participant deferral / active EE | $2,490 | $8,167-69.5% | $7,845-68.3% | $6,396-61.1% |
| Admin fee / account holder | $3,821 | $11,434-66.6% | $11,815-67.7% | $12,562-69.6% |