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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 | $219,989 | $93,345+135.7% | $119,126+84.7% | $87,485+151.5% |
| Participation rate | 75.7% | 68.7%+6.9pp | 75.8%-0.1pp | 68.9%+6.7pp |
| Annual return | 16.38% | 19.08%-2.7pp | 282.11%-265.7pp | 26.06%-9.7pp |
| Employer contribution / active EE | $2,703 | $3,172-14.8% | $4,034-33.0% | $2,596+4.1% |
| Participant deferral / active EE | $9,849 | $4,099+140.3% | $5,318+85.2% | $4,274+130.5% |
| Admin fee / account holder | $13,312 | $8,039+65.6% | $10,693+24.5% | $7,775+71.2% |