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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 | $86,967 | $47,479+83.2% | $62,929+38.2% | $82,448+5.5% |
| Participation rate | 92.0% | 66.9%+25.1pp | 73.1%+18.9pp | 68.1%+23.9pp |
| Annual return | 13.85% | 20.34%-6.5pp | 1063.93%-1050.1pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,138 | $1,885-39.6% | $2,505-54.6% | $2,551-55.4% |
| Participant deferral / active EE | $2,321 | $2,870-19.2% | $3,888-40.3% | $4,139-43.9% |
| Admin fee / account holder | $9,608 | $3,804+152.6% | $5,065+89.7% | $7,234+32.8% |