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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 | $114,279 | $85,766+33.2% | $136,298-16.2% | $70,126+63.0% |
| Participation rate | 97.8% | 74.2%+23.7pp | 81.9%+15.9pp | 69.5%+28.3pp |
| Annual return | 15.77% | 31.46%-15.7pp | 5156.27%-5140.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,840 | $2,966-38.0% | $4,696-60.8% | $2,343-21.5% |
| Participant deferral / active EE | $2,685 | $5,051-46.8% | $6,247-57.0% | $3,332-19.4% |
| Admin fee / account holder | $1,776 | $5,421-67.2% | $9,244-80.8% | $4,645-61.8% |