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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 | $116,219 | $102,609+13.3% | $98,090+18.5% | $138,895-16.3% |
| Participation rate | 84.6% | 82.8%+1.8pp | 81.5%+3.1pp | 79.9%+4.7pp |
| Annual return | 16.88% | 36.44%-19.6pp | 37.05%-20.2pp | 145.39%-128.5pp |
| Employer contribution / active EE | $2,588 | $3,867-33.1% | $3,606-28.2% | $4,194-38.3% |
| Participant deferral / active EE | $8,288 | $8,167+1.5% | $7,845+5.6% | $6,396+29.6% |
| Admin fee / account holder | $320 | $11,434-97.2% | $11,815-97.3% | $12,562-97.5% |