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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 | $78,711 | $55,457+41.9% | $77,361+1.7% | $94,015-16.3% |
| Participation rate | 73.5% | 69.8%+3.7pp | 75.0%-1.4pp | 70.8%+2.7pp |
| Annual return | 11.95% | 15.57%-3.6pp | 1011.54%-999.6pp | 17.84%-5.9pp |
| Employer contribution / active EE | $10,662 | $2,255+372.9% | $2,990+256.6% | $2,790+282.1% |
| Participant deferral / active EE | $3,320 | $3,069+8.2% | $3,911-15.1% | $4,249-21.9% |
| Admin fee / account holder | $2,263 | $4,334-47.8% | $5,894-61.6% | $8,951-74.7% |