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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 | $164,718 | $156,398+5.3% | $147,318+11.8% | $138,895+18.6% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 17.78% | 78.75%-61.0pp | 70.43%-52.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $3,089 | $4,853-36.4% | $4,593-32.7% | $4,194-26.4% |
| Participant deferral / active EE | $10,480 | $8,237+27.2% | $7,906+32.6% | $6,396+63.8% |
| Admin fee / account holder | $7,013 | $14,976-53.2% | $13,708-48.8% | $12,562-44.2% |