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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 | $166,804 | $107,666+54.9% | $102,184+63.2% | $154,746+7.8% |
| Participation rate | 90.9% | 83.7%+7.2pp | 82.6%+8.3pp | 80.7%+10.2pp |
| Annual return | 16.01% | 29.33%-13.3pp | 31.58%-15.6pp | 172.34%-156.3pp |
| Employer contribution / active EE | $9,842 | $3,846+155.9% | $3,594+173.9% | $4,379+124.7% |
| Participant deferral / active EE | $10,713 | $8,719+22.9% | $8,309+28.9% | $6,730+59.2% |
| Admin fee / account holder | $27,663 | $12,943+113.7% | $11,609+138.3% | $14,365+92.6% |