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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 | $112,378 | $95,404+17.8% | $113,397-0.9% | $82,637+36.0% |
| Participation rate | 84.0% | 72.8%+11.2pp | 76.5%+7.5pp | 68.1%+15.9pp |
| Annual return | 12.92% | 19.08%-6.2pp | 23.20%-10.3pp | 53.51%-40.6pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,299 | $4,220+1.9% | $5,076-15.3% | $4,126+4.2% |
| Admin fee / account holder | $14,064 | $9,168+53.4% | $11,957+17.6% | $7,339+91.6% |