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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 | $199,329 | $177,156+12.5% | $147,027+35.6% | $154,746+28.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 17.22% | 21.94%-4.7pp | 20.23%-3.0pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,186 | $4,336-72.7% | $3,626-67.3% | $4,379-72.9% |
| Participant deferral / active EE | $6,813 | $5,797+17.5% | $4,933+38.1% | $6,730+1.2% |
| Admin fee / account holder | $1,718 | $14,904-88.5% | $12,223-85.9% | $14,365-88.0% |