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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 | $156,502 | $126,661+23.6% | $113,397+38.0% | $138,895+12.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.16% | 25.05%-10.9pp | 23.20%-9.0pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,601 | $3,456-24.7% | $2,977-12.6% | $4,194-38.0% |
| Participant deferral / active EE | $9,079 | $5,693+59.5% | $5,076+78.8% | $6,396+41.9% |
| Admin fee / account holder | $940 | $14,549-93.5% | $11,957-92.1% | $12,562-92.5% |