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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 | $101,673 | $154,228-34.1% | $145,433-30.1% | $137,256-25.9% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 15.62% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $4,596 | $4,804-4.3% | $4,554+0.9% | $4,156+10.6% |
| Participant deferral / active EE | $8,162 | $8,216-0.7% | $7,897+3.4% | $6,407+27.4% |
| Admin fee / account holder | $10,276 | $14,344-28.4% | $13,129-21.7% | $12,270-16.2% |