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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 | $109,029 | $99,875+9.2% | $146,866-25.8% | $86,983+25.3% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 16.20% | 28.10%-11.9pp | 102.85%-86.7pp | 25.83%-9.6pp |
| Employer contribution / active EE | $3,741 | $3,224+16.0% | $4,425-15.4% | $2,584+44.8% |
| Participant deferral / active EE | $13,944 | $6,322+120.5% | $7,759+79.7% | $4,194+232.5% |
| Admin fee / account holder | $10,789 | $7,838+37.6% | $13,620-20.8% | $7,856+37.3% |