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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 | $108,357 | $72,486+49.5% | $87,103+24.4% | $72,976+48.5% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.9%+20.6pp | 69.5%+27.9pp |
| Annual return | 21.88% | 24.46%-2.6pp | 28.19%-6.3pp | 81.02%-59.1pp |
| Employer contribution / active EE | $1,999 | $1,894+5.6% | $2,521-20.7% | $2,440-18.1% |
| Participant deferral / active EE | $3,784 | $3,270+15.7% | $4,049-6.5% | $3,608+4.9% |
| Admin fee / account holder | $1,342 | $5,055-73.4% | $7,491-82.1% | $5,124-73.8% |