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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 | $142,744 | $78,690+81.4% | $161,489-11.6% | $87,485+63.2% |
| Participation rate | 96.2% | 67.5%+28.7pp | 78.7%+17.5pp | 68.9%+27.2pp |
| Annual return | 13.63% | 32.74%-19.1pp | 89.72%-76.1pp | 26.06%-12.4pp |
| Employer contribution / active EE | $3,550 | $2,588+37.2% | $4,268-16.8% | $2,596+36.7% |
| Participant deferral / active EE | $8,869 | $3,311+167.9% | $5,630+57.5% | $4,274+107.5% |
| Admin fee / account holder | $13,998 | $6,724+108.2% | $16,006-12.5% | $7,775+80.0% |