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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 | $88,672+38.1% | $105,223+16.4% | $82,448+48.6% |
| Participation rate | 94.5% | 67.9%+26.6pp | 75.0%+19.5pp | 68.1%+26.5pp |
| Annual return | 19.17% | 30.86%-11.7pp | 180.65%-161.5pp | 41.64%-22.5pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $14,026 | $4,036+247.5% | $5,072+176.5% | $4,139+238.8% |
| Admin fee / account holder | $10,713 | $7,146+49.9% | $8,859+20.9% | $7,234+48.1% |