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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 | $130,460 | $72,071+81.0% | $68,368+90.8% | $137,256-5.0% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.0%+15.3pp |
| Annual return | 14.99% | 353.14%-338.1pp | 292.57%-277.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,870 | $2,788-32.9% | $2,649-29.4% | $4,156-55.0% |
| Participant deferral / active EE | $9,800 | $4,410+122.2% | $4,123+137.7% | $6,407+53.0% |
| Admin fee / account holder | $9,546 | $5,336+78.9% | $5,150+85.4% | $12,270-22.2% |