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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 | $93,366 | $48,011+94.5% | $63,803+46.3% | $82,637+13.0% |
| Participation rate | 82.1% | 66.6%+15.5pp | 72.7%+9.3pp | 68.1%+14.0pp |
| Annual return | 15.57% | 19.84%-4.3pp | 543.72%-528.2pp | 53.51%-37.9pp |
| Employer contribution / active EE | $1,092 | $1,904-42.6% | $2,532-56.9% | $2,552-57.2% |
| Participant deferral / active EE | $6,782 | $2,846+138.3% | $3,843+76.5% | $4,126+64.4% |
| Admin fee / account holder | $5,428 | $3,873+40.1% | $5,196+4.4% | $7,339-26.0% |