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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 | $218,244 | $199,109+9.6% | $173,730+25.6% | $154,746+41.0% |
| Participation rate | 86.7% | 82.8%+3.9pp | 79.6%+7.1pp | 80.7%+6.0pp |
| Annual return | 17.09% | 20.02%-2.9pp | 19.96%-2.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,275 | $5,311-76.0% | $4,577-72.1% | $4,379-70.9% |
| Participant deferral / active EE | $6,871 | $7,113-3.4% | $6,326+8.6% | $6,730+2.1% |
| Admin fee / account holder | $2,195 | $20,916-89.5% | $17,523-87.5% | $14,365-84.7% |