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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 | $179,944 | $184,014-2.2% | $161,149+11.7% | $138,895+29.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 21.42% | 21.52%-0.1pp | 21.16%+0.3pp | 145.39%-124.0pp |
| Employer contribution / active EE | $2,668 | $5,055-47.2% | $4,360-38.8% | $4,194-36.4% |
| Participant deferral / active EE | $13,098 | $6,909+89.6% | $6,153+112.9% | $6,396+104.8% |
| Admin fee / account holder | $1,223 | $18,027-93.2% | $15,194-92.0% | $12,562-90.3% |