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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 | $220,143 | $106,524+106.7% | $152,301+44.5% | $87,485+151.6% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.4%+10.4pp | 68.9%+23.9pp |
| Annual return | 17.60% | 26.89%-9.3pp | 80.50%-62.9pp | 26.06%-8.5pp |
| Employer contribution / active EE | $2,861 | $3,371-15.2% | $4,624-38.1% | $2,596+10.2% |
| Participant deferral / active EE | $11,597 | $6,525+77.7% | $8,004+44.9% | $4,274+171.4% |
| Admin fee / account holder | $833 | $8,287-90.0% | $14,398-94.2% | $7,775-89.3% |