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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 | $178,523 | $115,225+54.9% | $100,712+77.3% | $138,895+28.5% |
| Participation rate | 88.9% | 74.3%+14.6pp | 69.3%+19.6pp | 79.9%+9.0pp |
| Annual return | 10.57% | 40.35%-29.8pp | 33.27%-22.7pp | 145.39%-134.8pp |
| Employer contribution / active EE | $5,634 | $2,771+103.3% | $2,313+143.6% | $4,194+34.3% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $81,844 | $10,844+654.7% | $9,256+784.2% | $12,562+551.5% |