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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 | $114,323 | $106,749+7.1% | $145,433-21.4% | $82,448+38.7% |
| Participation rate | 72.4% | 75.6%-3.3pp | 82.1%-9.8pp | 68.1%+4.3pp |
| Annual return | 14.57% | 27.59%-13.0pp | 66.58%-52.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $3,388 | $3,444-1.6% | $4,554-25.6% | $2,551+32.8% |
| Participant deferral / active EE | $10,147 | $6,519+55.7% | $7,897+28.5% | $4,139+145.1% |
| Admin fee / account holder | $16,379 | $8,390+95.2% | $13,129+24.8% | $7,234+126.4% |