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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 | $122,492 | $93,345+31.2% | $119,126+2.8% | $87,485+40.0% |
| Participation rate | 94.5% | 68.7%+25.8pp | 75.8%+18.8pp | 68.9%+25.6pp |
| Annual return | 19.17% | 19.08%+0.1pp | 282.11%-262.9pp | 26.06%-6.9pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,026 | $4,099+242.2% | $5,318+163.7% | $4,274+228.2% |
| Admin fee / account holder | $10,713 | $8,039+33.3% | $10,693+0.2% | $7,775+37.8% |