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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 | $282,059-53.2% | $213,469-38.2% | $154,746-14.7% |
| Participation rate | 92.3% | 82.7%+9.6pp | 77.1%+15.2pp | 80.7%+11.6pp |
| Annual return | 17.48% | 20.90%-3.4pp | 20.58%-3.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,722 | $6,189-56.0% | $4,994-45.5% | $4,379-37.8% |
| Participant deferral / active EE | $7,117 | $8,186-13.1% | $6,841+4.0% | $6,730+5.7% |
| Admin fee / account holder | $3,354 | $37,435-91.0% | $27,141-87.6% | $14,365-76.7% |