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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 | $105,613 | $61,125+72.8% | $94,057+12.3% | $87,485+20.7% |
| Participation rate | 93.9% | 64.1%+29.8pp | 73.3%+20.5pp | 68.9%+24.9pp |
| Annual return | 12.72% | 35.20%-22.5pp | 480.62%-467.9pp | 26.06%-13.3pp |
| Employer contribution / active EE | $2,036 | $2,136-4.7% | $2,933-30.6% | $2,596-21.6% |
| Participant deferral / active EE | $7,044 | $3,260+116.0% | $4,709+49.6% | $4,274+64.8% |
| Admin fee / account holder | $14,635 | $5,629+160.0% | $7,244+102.0% | $7,775+88.2% |