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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 | $126,661+26.8% | $113,397+41.6% | $138,895+15.6% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 11.80% | 25.05%-13.3pp | 23.20%-11.4pp | 145.39%-133.6pp |
| Employer contribution / active EE | $3,960 | $3,456+14.6% | $2,977+33.0% | $4,194-5.6% |
| Participant deferral / active EE | $12,867 | $5,693+126.0% | $5,076+153.5% | $6,396+101.2% |
| Admin fee / account holder | $2,485 | $14,549-82.9% | $11,957-79.2% | $12,562-80.2% |