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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 | $180,770 | $135,905+33.0% | $126,068+43.4% | $198,609-9.0% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 14.73% | 14.07%+0.7pp | 15.01%-0.3pp | 202.70%-188.0pp |
| Employer contribution / active EE | $3,808 | $4,245-10.3% | $3,968-4.0% | $5,055-24.7% |
| Participant deferral / active EE | $8,413 | $8,523-1.3% | $8,214+2.4% | $6,977+20.6% |
| Admin fee / account holder | $5,810 | $21,036-72.4% | $18,264-68.2% | $19,030-69.5% |