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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 | $131,424 | $126,661+3.8% | $113,397+15.9% | $138,895-5.4% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.5%+16.4pp | 79.9%+12.9pp |
| Annual return | 10.43% | 25.05%-14.6pp | 23.20%-12.8pp | 145.39%-135.0pp |
| Employer contribution / active EE | $2,877 | $3,456-16.8% | $2,977-3.4% | $4,194-31.4% |
| Participant deferral / active EE | $8,523 | $5,693+49.7% | $5,076+67.9% | $6,396+33.2% |
| Admin fee / account holder | $1,577 | $14,549-89.2% | $11,957-86.8% | $12,562-87.4% |