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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 | $97,648+65.8% | $121,663+33.1% | $87,485+85.1% |
| Participation rate | 75.9% | 70.5%+5.4pp | 74.5%+1.4pp | 68.9%+6.9pp |
| Annual return | 21.39% | 18.03%+3.4pp | 147.54%-126.1pp | 26.06%-4.7pp |
| Employer contribution / active EE | $6,066 | $2,300+163.7% | $3,020+100.9% | $2,596+133.6% |
| Participant deferral / active EE | $10,395 | $3,923+165.0% | $4,887+112.7% | $4,274+143.2% |
| Admin fee / account holder | $29,134 | $11,100+162.5% | $14,289+103.9% | $7,775+274.7% |