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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 | $177,218 | $181,896-2.6% | $156,551+13.2% | $273,972-35.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.15% | 30.74%-27.6pp | 32.23%-29.1pp | 41.46%-38.3pp |
| Employer contribution / active EE | $8,230 | $6,248+31.7% | $5,501+49.6% | $4,869+69.0% |
| Participant deferral / active EE | $7,186 | $5,550+29.5% | $4,871+47.5% | $5,287+35.9% |
| Admin fee / account holder | $1,333 | $15,560-91.4% | $13,028-89.8% | $10,133-86.8% |