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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 | $198,839 | $199,109-0.1% | $173,730+14.5% | $154,746+28.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.98% | 20.02%-5.0pp | 19.96%-5.0pp | 172.34%-157.4pp |
| Employer contribution / active EE | $4,993 | $5,311-6.0% | $4,577+9.1% | $4,379+14.0% |
| Participant deferral / active EE | $12,705 | $7,113+78.6% | $6,326+100.8% | $6,730+88.8% |
| Admin fee / account holder | $1,667 | $20,916-92.0% | $17,523-90.5% | $14,365-88.4% |