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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 | $47,479+134.3% | $62,929+76.8% | $82,448+35.0% |
| Participation rate | 78.9% | 66.9%+12.1pp | 73.1%+5.8pp | 68.1%+10.9pp |
| Annual return | 14.53% | 20.34%-5.8pp | 1063.93%-1049.4pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,511 | $1,885+33.2% | $2,505+0.2% | $2,551-1.6% |
| Participant deferral / active EE | $10,072 | $2,870+250.9% | $3,888+159.0% | $4,139+143.3% |
| Admin fee / account holder | $12,077 | $3,804+217.5% | $5,065+138.5% | $7,234+66.9% |