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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 | $239,003 | $239,571-0.2% | $183,328+30.4% | $137,256+74.1% |
| Participation rate | 85.7% | 82.4%+3.3pp | 77.3%+8.4pp | 80.0%+5.8pp |
| Annual return | 19.40% | 35.69%-16.3pp | 29.67%-10.3pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,750 | $6,148-39.0% | $5,055-25.8% | $4,156-9.8% |
| Participant deferral / active EE | $11,724 | $7,995+46.6% | $6,795+72.5% | $6,407+83.0% |
| Admin fee / account holder | $16,212 | $30,059-46.1% | $21,427-24.3% | $12,270+32.1% |