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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 | $142,796 | $135,956+5.0% | $123,894+15.3% | $273,972-47.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 17.93% | 56.63%-38.7pp | 47.52%-29.6pp | 41.46%-23.5pp |
| Employer contribution / active EE | $3,793 | $5,170-26.6% | $4,617-17.8% | $4,869-22.1% |
| Participant deferral / active EE | $8,557 | $6,343+34.9% | $5,984+43.0% | $5,287+61.8% |
| Admin fee / account holder | $8,374 | $9,817-14.7% | $8,357+0.2% | $10,133-17.4% |