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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 | $249,203 | $102,609+142.9% | $98,090+154.1% | $138,895+79.4% |
| Participation rate | 87.5% | 82.8%+4.7pp | 81.5%+6.0pp | 79.9%+7.6pp |
| Annual return | 15.82% | 36.44%-20.6pp | 37.05%-21.2pp | 145.39%-129.6pp |
| Employer contribution / active EE | $4,030 | $3,867+4.2% | $3,606+11.7% | $4,194-3.9% |
| Participant deferral / active EE | $17,121 | $8,167+109.6% | $7,845+118.2% | $6,396+167.7% |
| Admin fee / account holder | $3,502 | $11,434-69.4% | $11,815-70.4% | $12,562-72.1% |