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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 | $230,178 | $124,330+85.1% | $109,173+110.8% | $167,536+37.4% |
| Participation rate | 77.8% | 79.5%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 13.34% | 26.04%-12.7pp | 25.75%-12.4pp | 478.82%-465.5pp |
| Employer contribution / active EE | $2,804 | $4,209-33.4% | $3,723-24.7% | $4,839-42.1% |
| Participant deferral / active EE | $10,076 | $5,256+91.7% | $4,654+116.5% | $6,342+58.9% |
| Admin fee / account holder | $1,480 | $7,974-81.4% | $6,755-78.1% | $12,315-88.0% |