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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 | $86,625 | $48,314+79.3% | $67,561+28.2% | $80,925+7.0% |
| Participation rate | 88.1% | 66.4%+21.7pp | 72.9%+15.2pp | 67.7%+20.4pp |
| Annual return | 19.21% | 18.28%+0.9pp | 3525.44%-3506.2pp | 35.65%-16.4pp |
| Employer contribution / active EE | $1,919 | $2,022-5.1% | $2,735-29.8% | $2,756-30.4% |
| Participant deferral / active EE | $5,250 | $2,927+79.4% | $4,003+31.2% | $4,299+22.1% |
| Admin fee / account holder | $4,141 | $3,690+12.2% | $4,006+3.4% | $6,940-40.3% |