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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 | $124,980+56.8% | $108,359+80.9% | $154,746+26.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 70.1%+15.6pp | 80.7%+5.0pp |
| Annual return | 17.03% | 45.00%-28.0pp | 36.89%-19.9pp | 172.34%-155.3pp |
| Employer contribution / active EE | $2,435 | $2,851-14.6% | $2,399+1.5% | $4,379-44.4% |
| Participant deferral / active EE | $5,829 | $4,743+22.9% | $4,137+40.9% | $6,730-13.4% |
| Admin fee / account holder | $1,039 | $11,502-91.0% | $9,741-89.3% | $14,365-92.8% |