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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 | $158,002 | $93,598+68.8% | $135,974+16.2% | $75,173+110.2% |
| Participation rate | 88.2% | 75.2%+13.0pp | 81.9%+6.3pp | 67.2%+21.0pp |
| Annual return | 22.53% | 30.89%-8.4pp | 68.30%-45.8pp | 160.72%-138.2pp |
| Employer contribution / active EE | $2,646 | $3,538-25.2% | $4,859-45.5% | $2,671-0.9% |
| Participant deferral / active EE | $6,056 | $6,405-5.5% | $7,760-22.0% | $4,126+46.8% |
| Admin fee / account holder | $12,546 | $6,978+79.8% | $10,767+16.5% | $5,651+122.0% |