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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 | $158,454 | $199,109-20.4% | $173,730-8.8% | $154,746+2.4% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.6%-8.1pp | 80.7%-9.3pp |
| Annual return | 17.16% | 20.02%-2.9pp | 19.96%-2.8pp | 172.34%-155.2pp |
| Employer contribution / active EE | $5,178 | $5,311-2.5% | $4,577+13.1% | $4,379+18.2% |
| Participant deferral / active EE | $8,638 | $7,113+21.4% | $6,326+36.5% | $6,730+28.3% |
| Admin fee / account holder | $901 | $20,916-95.7% | $17,523-94.9% | $14,365-93.7% |