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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 | $90,831 | $85,766+5.9% | $136,298-33.4% | $70,126+29.5% |
| Participation rate | 96.3% | 74.2%+22.1pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 15.57% | 31.46%-15.9pp | 5156.27%-5140.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $3,319 | $2,966+11.9% | $4,696-29.3% | $2,343+41.7% |
| Participant deferral / active EE | $3,670 | $5,051-27.4% | $6,247-41.3% | $3,332+10.1% |
| Admin fee / account holder | $909 | $5,421-83.2% | $9,244-90.2% | $4,645-80.4% |