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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 | $248,805 | $81,664+204.7% | $70,476+253.0% | $158,966+56.5% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 11.48% | 208.59%-197.1pp | 109.12%-97.6pp | 302.95%-291.5pp |
| Employer contribution / active EE | $2,354 | $3,219-26.9% | $2,738-14.0% | $4,762-50.6% |
| Participant deferral / active EE | $2,805 | $4,556-38.4% | $3,710-24.4% | $5,983-53.1% |
| Admin fee / account holder | $8,146 | $6,197+31.4% | $3,847+111.7% | $11,250-27.6% |