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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 | $97,550-0.4% | $120,344-19.3% | $87,485+11.1% |
| Participation rate | 97.1% | 72.8%+24.2pp | 76.7%+20.3pp | 68.9%+28.1pp |
| Annual return | 19.32% | 18.41%+0.9pp | 20.30%-1.0pp | 26.06%-6.7pp |
| Employer contribution / active EE | $2,962 | $2,291+29.3% | $3,020-1.9% | $2,596+14.1% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $16,567 | $9,543+73.6% | $12,742+30.0% | $7,775+113.1% |