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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 | $175,705 | $97,289+80.6% | $92,805+89.3% | $155,188+13.2% |
| Participation rate | 92.3% | 84.2%+8.1pp | 83.5%+8.8pp | 80.8%+11.5pp |
| Annual return | 16.94% | 29.03%-12.1pp | 31.59%-14.7pp | 148.84%-131.9pp |
| Employer contribution / active EE | $8,038 | $3,632+121.3% | $3,424+134.7% | $4,248+89.2% |
| Participant deferral / active EE | $12,045 | $8,795+36.9% | $8,448+42.6% | $6,531+84.4% |
| Admin fee / account holder | $2,414 | $12,015-79.9% | $10,911-77.9% | $14,480-83.3% |