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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 | $132,015 | $407,956-67.6% | $299,830-56.0% | $198,609-33.5% |
| Participation rate | 92.3% | 83.3%+9.0pp | 78.5%+13.8pp | 82.4%+9.9pp |
| Annual return | 17.48% | 6.66%+10.8pp | 10.58%+6.9pp | 202.70%-185.2pp |
| Employer contribution / active EE | $2,722 | $7,661-64.5% | $5,842-53.4% | $5,055-46.1% |
| Participant deferral / active EE | $7,117 | $8,628-17.5% | $7,038+1.1% | $6,977+2.0% |
| Admin fee / account holder | $3,354 | $73,031-95.4% | $50,982-93.4% | $19,030-82.4% |