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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 | $108,882+70.6% | $96,754+92.0% | $154,746+20.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 11.22% | 98.39%-87.2pp | 82.04%-70.8pp | 172.34%-161.1pp |
| Employer contribution / active EE | $3,511 | $3,018+16.3% | $2,679+31.1% | $4,379-19.8% |
| Participant deferral / active EE | $11,594 | $5,323+117.8% | $4,758+143.7% | $6,730+72.3% |
| Admin fee / account holder | $18,421 | $10,200+80.6% | $8,905+106.9% | $14,365+28.2% |