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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 | $97,167 | $100,194-3.0% | $122,979-21.0% | $86,983+11.7% |
| Participation rate | 97.1% | 73.0%+24.1pp | 77.2%+19.9pp | 69.5%+27.5pp |
| Annual return | 19.32% | 16.47%+2.8pp | 20.12%-0.8pp | 25.83%-6.5pp |
| Employer contribution / active EE | $2,962 | $2,326+27.4% | $3,062-3.3% | $2,584+14.6% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $16,567 | $10,148+63.3% | $12,864+28.8% | $7,856+110.9% |