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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 | $210,228 | $184,014+14.2% | $161,149+30.5% | $138,895+51.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 16.53% | 21.52%-5.0pp | 21.16%-4.6pp | 145.39%-128.9pp |
| Employer contribution / active EE | $3,167 | $5,055-37.3% | $4,360-27.4% | $4,194-24.5% |
| Participant deferral / active EE | $7,491 | $6,909+8.4% | $6,153+21.7% | $6,396+17.1% |
| Admin fee / account holder | $10,901 | $18,027-39.5% | $15,194-28.3% | $12,562-13.2% |