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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 | $82,325 | $77,449+6.3% | $69,483+18.5% | $152,909-46.2% |
| Participation rate | 90.9% | 78.1%+12.8pp | 74.6%+16.3pp | 82.5%+8.5pp |
| Annual return | 23.83% | 39.09%-15.3pp | 28.99%-5.2pp | 345.46%-321.6pp |
| Employer contribution / active EE | $5,331 | $3,316+60.8% | $2,780+91.8% | $4,764+11.9% |
| Participant deferral / active EE | $10,655 | $4,415+141.4% | $3,537+201.3% | $5,851+82.1% |
| Admin fee / account holder | $1,223 | $6,210-80.3% | $3,841-68.2% | $11,601-89.5% |