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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 | $91,044 | $48,314+88.4% | $67,561+34.8% | $80,925+12.5% |
| Participation rate | 72.0% | 66.4%+5.6pp | 72.9%-0.9pp | 67.7%+4.3pp |
| Annual return | 13.31% | 18.28%-5.0pp | 3525.44%-3512.1pp | 35.65%-22.3pp |
| Employer contribution / active EE | $1,121 | $2,022-44.6% | $2,735-59.0% | $2,756-59.3% |
| Participant deferral / active EE | $2,242 | $2,927-23.4% | $4,003-44.0% | $4,299-47.8% |
| Admin fee / account holder | $3,084 | $3,690-16.4% | $4,006-23.0% | $6,940-55.6% |