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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 | $160,430 | $162,136-1.1% | $152,301+5.3% | $154,746+3.7% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 12.91% | 91.02%-78.1pp | 80.50%-67.6pp | 172.34%-159.4pp |
| Employer contribution / active EE | $5,611 | $4,890+14.7% | $4,624+21.3% | $4,379+28.1% |
| Participant deferral / active EE | $3,635 | $8,341-56.4% | $8,004-54.6% | $6,730-46.0% |
| Admin fee / account holder | $1,652 | $15,759-89.5% | $14,398-88.5% | $14,365-88.5% |