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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 | $111,264 | $55,457+100.6% | $77,361+43.8% | $94,015+18.3% |
| Participation rate | 78.9% | 69.8%+9.1pp | 75.0%+4.0pp | 70.8%+8.1pp |
| Annual return | 14.53% | 15.57%-1.0pp | 1011.54%-997.0pp | 17.84%-3.3pp |
| Employer contribution / active EE | $2,511 | $2,255+11.3% | $2,990-16.0% | $2,790-10.0% |
| Participant deferral / active EE | $10,072 | $3,069+228.1% | $3,911+157.5% | $4,249+137.0% |
| Admin fee / account holder | $12,077 | $4,334+178.7% | $5,894+104.9% | $8,951+34.9% |