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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 | $105,508 | $106,864-1.3% | $147,318-28.4% | $82,637+27.7% |
| Participation rate | 90.0% | 75.5%+14.5pp | 82.1%+7.9pp | 68.1%+21.9pp |
| Annual return | 16.79% | 27.49%-10.7pp | 70.43%-53.6pp | 53.51%-36.7pp |
| Employer contribution / active EE | $3,536 | $3,417+3.5% | $4,593-23.0% | $2,552+38.6% |
| Participant deferral / active EE | $9,292 | $6,496+43.0% | $7,906+17.5% | $4,126+125.2% |
| Admin fee / account holder | $1,568 | $8,415-81.4% | $13,708-88.6% | $7,339-78.6% |