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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 | $106,651 | $100,970+5.6% | $96,576+10.4% | $137,256-22.3% |
| Participation rate | 88.9% | 82.6%+6.3pp | 81.4%+7.4pp | 80.0%+8.9pp |
| Annual return | 17.59% | 38.16%-20.6pp | 38.47%-20.9pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,478 | $3,809-35.0% | $3,553-30.3% | $4,156-40.4% |
| Participant deferral / active EE | $9,985 | $8,286+20.5% | $7,956+25.5% | $6,407+55.9% |
| Admin fee / account holder | $20,117 | $11,312+77.8% | $11,381+76.8% | $12,270+63.9% |