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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 | $185,754 | $97,125+91.3% | $86,233+115.4% | $137,256+35.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 11.22% | 74.19%-63.0pp | 61.39%-50.2pp | 220.34%-209.1pp |
| Employer contribution / active EE | $3,511 | $2,841+23.6% | $2,504+40.2% | $4,156-15.5% |
| Participant deferral / active EE | $11,594 | $5,180+123.8% | $4,559+154.3% | $6,407+81.0% |
| Admin fee / account holder | $18,421 | $9,725+89.4% | $8,342+120.8% | $12,270+50.1% |