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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 | $98,978 | $50,554+95.8% | $67,681+46.2% | $87,485+13.1% |
| Participation rate | 96.0% | 67.7%+28.3pp | 73.7%+22.3pp | 68.9%+27.1pp |
| Annual return | 18.64% | 17.81%+0.8pp | 590.58%-571.9pp | 26.06%-7.4pp |
| Employer contribution / active EE | $6,222 | $1,988+212.9% | $2,678+132.3% | $2,596+139.7% |
| Participant deferral / active EE | $9,235 | $2,961+211.8% | $3,976+132.3% | $4,274+116.1% |
| Admin fee / account holder | $2,951 | $4,132-28.6% | $6,100-51.6% | $7,775-62.0% |