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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 | $120,592 | $95,453+26.3% | $112,040+7.6% | $82,448+46.3% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.5%+21.1pp | 68.1%+29.5pp |
| Annual return | 14.01% | 23.92%-9.9pp | 24.52%-10.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,643 | $2,318+14.0% | $2,954-10.5% | $2,551+3.6% |
| Participant deferral / active EE | $4,698 | $4,224+11.2% | $5,098-7.8% | $4,139+13.5% |
| Admin fee / account holder | $15,204 | $9,013+68.7% | $12,098+25.7% | $7,234+110.2% |