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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 | $161,867 | $81,504+98.6% | $102,437+58.0% | $80,959+99.9% |
| Participation rate | 76.0% | 66.9%+9.1pp | 74.5%+1.5pp | 67.7%+8.3pp |
| Annual return | 20.22% | 25.60%-5.4pp | 24.95%-4.7pp | 35.67%-15.4pp |
| Employer contribution / active EE | $2,708 | $3,104-12.8% | $3,871-30.0% | $2,757-1.8% |
| Participant deferral / active EE | $5,415 | $3,871+39.9% | $5,060+7.0% | $4,300+25.9% |
| Admin fee / account holder | $2,456 | $6,719-63.5% | $8,388-70.7% | $6,925-64.5% |