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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 | $146,329 | $117,904+24.1% | $102,457+42.8% | $145,978+0.2% |
| Participation rate | 85.0% | 78.6%+6.4pp | 76.5%+8.5pp | 80.3%+4.7pp |
| Annual return | 16.23% | 31.80%-15.6pp | 29.41%-13.2pp | 550.52%-534.3pp |
| Employer contribution / active EE | $3,376 | $3,613-6.6% | $3,022+11.7% | $4,662-27.6% |
| Participant deferral / active EE | $8,973 | $5,733+56.5% | $5,054+77.5% | $6,690+34.1% |
| Admin fee / account holder | $10,568 | $13,329-20.7% | $9,451+11.8% | $13,400-21.1% |