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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 | $74,370 | $55,457+34.1% | $77,361-3.9% | $94,015-20.9% |
| Participation rate | 96.3% | 69.8%+26.5pp | 75.0%+21.3pp | 70.8%+25.5pp |
| Annual return | 16.05% | 15.57%+0.5pp | 1011.54%-995.5pp | 17.84%-1.8pp |
| Employer contribution / active EE | $1,822 | $2,255-19.2% | $2,990-39.1% | $2,790-34.7% |
| Participant deferral / active EE | $3,546 | $3,069+15.5% | $3,911-9.3% | $4,249-16.5% |
| Admin fee / account holder | $1,309 | $4,334-69.8% | $5,894-77.8% | $8,951-85.4% |