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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 | $136,860+17.3% | $120,344+33.4% | $154,746+3.8% |
| Participation rate | 83.3% | 79.9%+3.4pp | 76.7%+6.6pp | 80.7%+2.6pp |
| Annual return | 11.80% | 21.38%-9.6pp | 20.30%-8.5pp | 172.34%-160.5pp |
| Employer contribution / active EE | $3,960 | $3,533+12.1% | $3,020+31.1% | $4,379-9.6% |
| Participant deferral / active EE | $12,867 | $5,793+122.1% | $5,135+150.6% | $6,730+91.2% |
| Admin fee / account holder | $2,485 | $15,393-83.9% | $12,742-80.5% | $14,365-82.7% |