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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 | $97,289+71.5% | $92,805+79.7% | $155,188+7.5% |
| Participation rate | 90.9% | 84.2%+6.7pp | 83.5%+7.4pp | 80.8%+10.1pp |
| Annual return | 16.01% | 29.03%-13.0pp | 31.59%-15.6pp | 148.84%-132.8pp |
| Employer contribution / active EE | $9,842 | $3,632+171.0% | $3,424+187.4% | $4,248+131.7% |
| Participant deferral / active EE | $10,713 | $8,795+21.8% | $8,448+26.8% | $6,531+64.0% |
| Admin fee / account holder | $27,663 | $12,015+130.2% | $10,911+153.5% | $14,480+91.0% |