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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 | $167,817 | $124,425+34.9% | $112,040+49.8% | $137,256+22.3% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 17.59% | 24.72%-7.1pp | 24.52%-6.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,118 | $3,411-37.9% | $2,954-28.3% | $4,156-49.0% |
| Participant deferral / active EE | $7,155 | $5,718+25.1% | $5,098+40.4% | $6,407+11.7% |
| Admin fee / account holder | $1,401 | $15,207-90.8% | $12,098-88.4% | $12,270-88.6% |