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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 | $230,960 | $112,729+104.9% | $98,716+134.0% | $137,256+68.3% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.3%+24.5pp | 80.0%+13.8pp |
| Annual return | 22.76% | 38.48%-15.7pp | 31.81%-9.1pp | 220.34%-197.6pp |
| Employer contribution / active EE | $13,291 | $2,725+387.7% | $2,279+483.3% | $4,156+219.8% |
| Participant deferral / active EE | $11,622 | $4,640+150.5% | $4,048+187.1% | $6,407+81.4% |
| Admin fee / account holder | $788 | $10,129-92.2% | $8,703-90.9% | $12,270-93.6% |