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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 | $48,011+131.7% | $63,803+74.4% | $82,637+34.6% |
| Participation rate | 78.9% | 66.6%+12.4pp | 72.7%+6.2pp | 68.1%+10.9pp |
| Annual return | 14.53% | 19.84%-5.3pp | 543.72%-529.2pp | 53.51%-39.0pp |
| Employer contribution / active EE | $2,511 | $1,904+31.9% | $2,532-0.9% | $2,552-1.6% |
| Participant deferral / active EE | $10,072 | $2,846+253.8% | $3,843+162.1% | $4,126+144.1% |
| Admin fee / account holder | $12,077 | $3,873+211.8% | $5,196+132.4% | $7,339+64.6% |