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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 | $161,924 | $94,031+72.2% | $115,768+39.9% | $82,448+96.4% |
| Participation rate | 75.9% | 70.4%+5.4pp | 74.4%+1.5pp | 68.1%+7.8pp |
| Annual return | 21.39% | 20.61%+0.8pp | 100.46%-79.1pp | 41.64%-20.2pp |
| Employer contribution / active EE | $6,066 | $2,323+161.1% | $2,940+106.3% | $2,551+137.8% |
| Participant deferral / active EE | $10,395 | $3,972+161.7% | $4,917+111.4% | $4,139+151.1% |
| Admin fee / account holder | $29,134 | $10,249+184.2% | $12,439+134.2% | $7,234+302.7% |