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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 | $182,976 | $181,896+0.6% | $156,551+16.9% | $273,972-33.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 18.03% | 30.74%-12.7pp | 32.23%-14.2pp | 41.46%-23.4pp |
| Employer contribution / active EE | $4,906 | $6,248-21.5% | $5,501-10.8% | $4,869+0.8% |
| Participant deferral / active EE | $3,621 | $5,550-34.8% | $4,871-25.7% | $5,287-31.5% |
| Admin fee / account holder | $17,136 | $15,560+10.1% | $13,028+31.5% | $10,133+69.1% |