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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 | $138,010 | $112,729+22.4% | $98,716+39.8% | $137,256+0.5% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.3%+12.5pp | 80.0%+1.9pp |
| Annual return | 12.90% | 38.48%-25.6pp | 31.81%-18.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $627 | $2,725-77.0% | $2,279-72.5% | $4,156-84.9% |
| Participant deferral / active EE | $1,151 | $4,640-75.2% | $4,048-71.6% | $6,407-82.0% |
| Admin fee / account holder | $4,015 | $10,129-60.4% | $8,703-53.9% | $12,270-67.3% |