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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 | $135,355 | $49,177+175.2% | $79,466+70.3% | $64,173+110.9% |
| Participation rate | 88.5% | 65.0%+23.4pp | 73.3%+15.1pp | 69.6%+18.9pp |
| Annual return | 11.03% | -1.16%+12.2pp | 718.28%-707.2pp | 7.63%+3.4pp |
| Employer contribution / active EE | $2,479 | $2,076+19.4% | $2,800-11.5% | $2,381+4.1% |
| Participant deferral / active EE | $5,309 | $2,821+88.2% | $3,704+43.3% | $3,470+53.0% |
| Admin fee / account holder | $1,514 | $3,839-60.6% | $5,104-70.3% | $4,887-69.0% |