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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 | $178,735 | $167,415+6.8% | $140,514+27.2% | $198,609-10.0% |
| Participation rate | 83.3% | 80.9%+2.5pp | 77.8%+5.5pp | 82.4%+1.0pp |
| Annual return | 15.38% | 13.85%+1.5pp | 14.36%+1.0pp | 202.70%-187.3pp |
| Employer contribution / active EE | $3,484 | $4,088-14.8% | $3,378+3.1% | $5,055-31.1% |
| Participant deferral / active EE | $7,926 | $5,579+42.1% | $4,919+61.1% | $6,977+13.6% |
| Admin fee / account holder | $33,772 | $16,730+101.9% | $13,697+146.6% | $19,030+77.5% |