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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 | $133,973 | $106,749+25.5% | $145,433-7.9% | $82,448+62.5% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 14.20% | 27.59%-13.4pp | 66.58%-52.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $3,133 | $3,444-9.0% | $4,554-31.2% | $2,551+22.8% |
| Participant deferral / active EE | $4,950 | $6,519-24.1% | $7,897-37.3% | $4,139+19.6% |
| Admin fee / account holder | $1,411 | $8,390-83.2% | $13,129-89.3% | $7,234-80.5% |