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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 | $162,930 | $117,904+38.2% | $102,457+59.0% | $145,978+11.6% |
| Participation rate | 89.5% | 78.6%+10.9pp | 76.5%+13.0pp | 80.3%+9.2pp |
| Annual return | 16.14% | 31.80%-15.7pp | 29.41%-13.3pp | 550.52%-534.4pp |
| Employer contribution / active EE | $2,613 | $3,613-27.7% | $3,022-13.5% | $4,662-43.9% |
| Participant deferral / active EE | $7,336 | $5,733+27.9% | $5,054+45.1% | $6,690+9.7% |
| Admin fee / account holder | $8,969 | $13,329-32.7% | $9,451-5.1% | $13,400-33.1% |