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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 | $99,053+87.5% | $88,179+110.7% | $138,895+33.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.1%+5.9pp | 79.9%-4.9pp |
| Annual return | 11.22% | 78.17%-67.0pp | 64.97%-53.8pp | 145.39%-134.2pp |
| Employer contribution / active EE | $3,511 | $2,882+21.8% | $2,549+37.7% | $4,194-16.3% |
| Participant deferral / active EE | $11,594 | $5,225+121.9% | $4,614+151.3% | $6,396+81.3% |
| Admin fee / account holder | $18,421 | $8,748+110.6% | $7,673+140.1% | $12,562+46.6% |