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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 | $160,004 | $100,073+59.9% | $85,126+88.0% | $145,877+9.7% |
| Participation rate | 72.2% | 74.1%-1.9pp | 67.5%+4.7pp | 80.3%-8.1pp |
| Annual return | 11.15% | 84.11%-73.0pp | 66.63%-55.5pp | 551.28%-540.1pp |
| Employer contribution / active EE | $2,480 | $3,236-23.4% | $2,731-9.2% | $4,663-46.8% |
| Participant deferral / active EE | $7,390 | $5,294+39.6% | $4,523+63.4% | $6,691+10.4% |
| Admin fee / account holder | $10,105 | $7,261+39.2% | $6,160+64.0% | $13,402-24.6% |