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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 | $114,113 | $51,642+121.0% | $129,384-11.8% | $80,935+41.0% |
| Participation rate | 97.5% | 56.9%+40.6pp | 69.6%+27.9pp | 67.7%+29.8pp |
| Annual return | 13.97% | 20.78%-6.8pp | 9461.77%-9447.8pp | 35.66%-21.7pp |
| Employer contribution / active EE | $2,090 | $1,583+32.0% | $4,153-49.7% | $2,757-24.2% |
| Participant deferral / active EE | $6,335 | $2,670+137.3% | $4,166+52.1% | $4,299+47.3% |
| Admin fee / account holder | $1,192 | $4,312-72.4% | $7,686-84.5% | $6,924-82.8% |