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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 | $136,850 | $106,524+28.5% | $152,301-10.1% | $87,485+56.4% |
| Participation rate | 93.1% | 75.8%+17.4pp | 82.4%+10.7pp | 68.9%+24.2pp |
| Annual return | 17.06% | 26.89%-9.8pp | 80.50%-63.4pp | 26.06%-9.0pp |
| Employer contribution / active EE | $2,167 | $3,371-35.7% | $4,624-53.1% | $2,596-16.5% |
| Participant deferral / active EE | $6,421 | $6,525-1.6% | $8,004-19.8% | $4,274+50.2% |
| Admin fee / account holder | $16,606 | $8,287+100.4% | $14,398+15.3% | $7,775+113.6% |