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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 | $239,571-44.9% | $183,328-28.0% | $137,256-3.8% |
| Participation rate | 92.3% | 82.4%+9.9pp | 77.3%+15.0pp | 80.0%+12.3pp |
| Annual return | 17.48% | 35.69%-18.2pp | 29.67%-12.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,722 | $6,148-55.7% | $5,055-46.1% | $4,156-34.5% |
| Participant deferral / active EE | $7,117 | $7,995-11.0% | $6,795+4.7% | $6,407+11.1% |
| Admin fee / account holder | $3,354 | $30,059-88.8% | $21,427-84.3% | $12,270-72.7% |