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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 | $152,320 | $85,766+77.6% | $136,298+11.8% | $70,126+117.2% |
| Participation rate | 89.3% | 74.2%+15.1pp | 81.9%+7.4pp | 69.5%+19.7pp |
| Annual return | 17.94% | 31.46%-13.5pp | 5156.27%-5138.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $3,848 | $2,966+29.7% | $4,696-18.1% | $2,343+64.3% |
| Participant deferral / active EE | $5,204 | $5,051+3.0% | $6,247-16.7% | $3,332+56.2% |
| Admin fee / account holder | $10,712 | $5,421+97.6% | $9,244+15.9% | $4,645+130.6% |