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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 | $196,025 | $112,729+73.9% | $98,716+98.6% | $137,256+42.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 17.03% | 38.48%-21.4pp | 31.81%-14.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,435 | $2,725-10.6% | $2,279+6.9% | $4,156-41.4% |
| Participant deferral / active EE | $5,829 | $4,640+25.6% | $4,048+44.0% | $6,407-9.0% |
| Admin fee / account holder | $1,039 | $10,129-89.7% | $8,703-88.1% | $12,270-91.5% |