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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 | $148,775 | $106,749+39.4% | $145,433+2.3% | $82,448+80.4% |
| Participation rate | 90.6% | 75.6%+15.0pp | 82.1%+8.5pp | 68.1%+22.6pp |
| Annual return | 19.17% | 27.59%-8.4pp | 66.58%-47.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $2,324 | $3,444-32.5% | $4,554-49.0% | $2,551-8.9% |
| Participant deferral / active EE | $8,133 | $6,519+24.8% | $7,897+3.0% | $4,139+96.5% |
| Admin fee / account holder | $8,719 | $8,390+3.9% | $13,129-33.6% | $7,234+20.5% |