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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 | $109,843 | $106,749+2.9% | $145,433-24.5% | $82,448+33.2% |
| Participation rate | 78.4% | 75.6%+2.7pp | 82.1%-3.7pp | 68.1%+10.3pp |
| Annual return | 18.47% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $5,212 | $3,444+51.3% | $4,554+14.4% | $2,551+104.3% |
| Participant deferral / active EE | $8,787 | $6,519+34.8% | $7,897+11.3% | $4,139+112.3% |
| Admin fee / account holder | $543 | $8,390-93.5% | $13,129-95.9% | $7,234-92.5% |