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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 | $162,466 | $153,769+5.7% | $133,975+21.3% | $273,972-40.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.54% | 36.51%-23.0pp | 29.29%-15.8pp | 41.46%-27.9pp |
| Employer contribution / active EE | $9,427 | $6,029+56.4% | $5,211+80.9% | $4,869+93.6% |
| Participant deferral / active EE | $14,876 | $6,958+113.8% | $6,282+136.8% | $5,287+181.4% |
| Admin fee / account holder | $787 | $11,765-93.3% | $9,324-91.6% | $10,133-92.2% |