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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 | $79,441 | $51,184+55.2% | $66,439+19.6% | $86,983-8.7% |
| Participation rate | 89.7% | 68.5%+21.3pp | 74.5%+15.2pp | 69.5%+20.2pp |
| Annual return | 12.70% | 17.07%-4.4pp | 757.66%-745.0pp | 25.83%-13.1pp |
| Employer contribution / active EE | $652 | $2,023-67.8% | $2,637-75.3% | $2,584-74.8% |
| Participant deferral / active EE | $1,304 | $2,927-55.5% | $3,876-66.4% | $4,194-68.9% |
| Admin fee / account holder | $6,957 | $4,154+67.5% | $6,173+12.7% | $7,856-11.4% |