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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 | $47,479+56.6% | $62,929+18.2% | $82,448-9.8% |
| Participation rate | 96.3% | 66.9%+29.4pp | 73.1%+23.2pp | 68.1%+28.2pp |
| Annual return | 16.05% | 20.34%-4.3pp | 1063.93%-1047.9pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,822 | $1,885-3.4% | $2,505-27.3% | $2,551-28.6% |
| Participant deferral / active EE | $3,546 | $2,870+23.5% | $3,888-8.8% | $4,139-14.3% |
| Admin fee / account holder | $1,309 | $3,804-65.6% | $5,065-74.2% | $7,234-81.9% |