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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 | $156,819 | $126,661+23.8% | $113,397+38.3% | $138,895+12.9% |
| Participation rate | 91.7% | 79.4%+12.2pp | 76.5%+15.2pp | 79.9%+11.7pp |
| Annual return | 13.16% | 25.05%-11.9pp | 23.20%-10.0pp | 145.39%-132.2pp |
| Employer contribution / active EE | $3,979 | $3,456+15.1% | $2,977+33.6% | $4,194-5.1% |
| Participant deferral / active EE | $6,082 | $5,693+6.8% | $5,076+19.8% | $6,396-4.9% |
| Admin fee / account holder | $4,562 | $14,549-68.6% | $11,957-61.8% | $12,562-63.7% |