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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 | $171,323 | $124,425+37.7% | $112,040+52.9% | $137,256+24.8% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.5%+16.4pp | 80.0%+12.9pp |
| Annual return | 14.99% | 24.72%-9.7pp | 24.52%-9.5pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,381 | $3,411-30.2% | $2,954-19.4% | $4,156-42.7% |
| Participant deferral / active EE | $5,157 | $5,718-9.8% | $5,098+1.2% | $6,407-19.5% |
| Admin fee / account holder | $2,779 | $15,207-81.7% | $12,098-77.0% | $12,270-77.3% |