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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 | $140,813 | $106,749+31.9% | $145,433-3.2% | $82,448+70.8% |
| Participation rate | 79.3% | 75.6%+3.7pp | 82.1%-2.8pp | 68.1%+11.2pp |
| Annual return | 18.01% | 27.59%-9.6pp | 66.58%-48.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $3,409 | $3,444-1.0% | $4,554-25.2% | $2,551+33.6% |
| Participant deferral / active EE | $7,659 | $6,519+17.5% | $7,897-3.0% | $4,139+85.0% |
| Admin fee / account holder | $11,623 | $8,390+38.5% | $13,129-11.5% | $7,234+60.7% |