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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 | $184,382 | $51,638+257.1% | $68,368+169.7% | $82,448+123.6% |
| Participation rate | 91.2% | 63.6%+27.6pp | 73.8%+17.4pp | 68.1%+23.1pp |
| Annual return | 15.00% | 37.53%-22.5pp | 292.57%-277.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $5,232 | $2,047+155.7% | $2,649+97.5% | $2,551+105.1% |
| Participant deferral / active EE | $12,926 | $2,914+343.7% | $4,123+213.5% | $4,139+212.3% |
| Admin fee / account holder | $8,799 | $4,643+89.5% | $5,150+70.9% | $7,234+21.6% |