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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 | $95,453+17.7% | $112,040+0.3% | $82,448+36.3% |
| Participation rate | 84.0% | 72.8%+11.2pp | 76.5%+7.5pp | 68.1%+15.9pp |
| Annual return | 12.92% | 23.92%-11.0pp | 24.52%-11.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,299 | $4,224+1.8% | $5,098-15.7% | $4,139+3.9% |
| Admin fee / account holder | $14,064 | $9,013+56.0% | $12,098+16.3% | $7,234+94.4% |