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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 | $153,858 | $76,564+101.0% | $105,582+45.7% | $94,015+63.7% |
| Participation rate | 92.0% | 65.2%+26.8pp | 71.8%+20.2pp | 70.8%+21.2pp |
| Annual return | 13.27% | 20.69%-7.4pp | 18.61%-5.3pp | 17.84%-4.6pp |
| Employer contribution / active EE | $11,171 | $1,995+459.9% | $2,984+274.4% | $2,790+300.4% |
| Participant deferral / active EE | $7,931 | $3,320+138.9% | $4,353+82.2% | $4,249+86.6% |
| Admin fee / account holder | $4,673 | $7,129-34.5% | $12,856-63.7% | $8,951-47.8% |