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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 | $160,598 | $124,425+29.1% | $112,040+43.3% | $137,256+17.0% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 11.80% | 24.72%-12.9pp | 24.52%-12.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $3,960 | $3,411+16.1% | $2,954+34.0% | $4,156-4.7% |
| Participant deferral / active EE | $12,867 | $5,718+125.0% | $5,098+152.4% | $6,407+100.8% |
| Admin fee / account holder | $2,485 | $15,207-83.7% | $12,098-79.5% | $12,270-79.7% |