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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 | $211,480 | $96,965+118.1% | $97,995+115.8% | $147,586+43.3% |
| Participation rate | 85.7% | 83.6%+2.1pp | 82.4%+3.3pp | 82.8%+2.9pp |
| Annual return | 12.05% | 24.11%-12.1pp | 23.94%-11.9pp | 578.59%-566.5pp |
| Employer contribution / active EE | $16,485 | $4,536+263.4% | $4,158+296.5% | $4,876+238.1% |
| Participant deferral / active EE | $8,615 | $5,081+69.5% | $5,097+69.0% | $5,439+58.4% |
| Admin fee / account holder | $12,518 | $8,120+54.2% | $5,943+110.6% | $10,886+15.0% |