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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 | $100,970+65.2% | $96,576+72.7% | $137,256+21.5% |
| Participation rate | 90.9% | 82.6%+8.3pp | 81.4%+9.5pp | 80.0%+10.9pp |
| Annual return | 16.01% | 38.16%-22.2pp | 38.47%-22.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $9,842 | $3,809+158.4% | $3,553+177.0% | $4,156+136.8% |
| Participant deferral / active EE | $10,713 | $8,286+29.3% | $7,956+34.7% | $6,407+67.2% |
| Admin fee / account holder | $27,663 | $11,312+144.5% | $11,381+143.1% | $12,270+125.4% |