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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 | $126,661+41.1% | $113,397+57.6% | $138,895+28.7% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 15.38% | 25.05%-9.7pp | 23.20%-7.8pp | 145.39%-130.0pp |
| Employer contribution / active EE | $3,484 | $3,456+0.8% | $2,977+17.0% | $4,194-16.9% |
| Participant deferral / active EE | $7,926 | $5,693+39.2% | $5,076+56.1% | $6,396+23.9% |
| Admin fee / account holder | $33,772 | $14,549+132.1% | $11,957+182.4% | $12,562+168.8% |