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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 | $95,453+1.8% | $112,040-13.3% | $82,448+17.9% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.5%+20.6pp | 68.1%+29.0pp |
| Annual return | 19.32% | 23.92%-4.6pp | 24.52%-5.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,962 | $2,318+27.8% | $2,954+0.3% | $2,551+16.1% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $16,567 | $9,013+83.8% | $12,098+36.9% | $7,234+129.0% |