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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 | $229,826 | $184,014+24.9% | $161,149+42.6% | $138,895+65.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 12.38% | 21.52%-9.1pp | 21.16%-8.8pp | 145.39%-133.0pp |
| Employer contribution / active EE | $5,480 | $5,055+8.4% | $4,360+25.7% | $4,194+30.7% |
| Participant deferral / active EE | $13,081 | $6,909+89.3% | $6,153+112.6% | $6,396+104.5% |
| Admin fee / account holder | $38,357 | $18,027+112.8% | $15,194+152.4% | $12,562+205.3% |