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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 | $94,436+71.5% | $115,599+40.1% | $82,637+95.9% |
| Participation rate | 75.9% | 70.4%+5.4pp | 74.3%+1.6pp | 68.1%+7.8pp |
| Annual return | 21.39% | 18.37%+3.0pp | 111.10%-89.7pp | 53.51%-32.1pp |
| Employer contribution / active EE | $6,066 | $2,324+161.0% | $2,955+105.2% | $2,552+137.7% |
| Participant deferral / active EE | $10,395 | $3,955+162.9% | $4,889+112.6% | $4,126+151.9% |
| Admin fee / account holder | $29,134 | $10,328+182.1% | $12,841+126.9% | $7,339+297.0% |