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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 | $51,606+121.1% | $129,339-11.8% | $80,911+41.0% |
| Participation rate | 97.5% | 57.0%+40.5pp | 69.6%+27.9pp | 67.6%+29.9pp |
| Annual return | 13.97% | 20.76%-6.8pp | 9437.05%-9423.1pp | 35.63%-21.7pp |
| Employer contribution / active EE | $2,090 | $1,582+32.1% | $4,154-49.7% | $2,756-24.2% |
| Participant deferral / active EE | $6,335 | $2,669+137.4% | $4,170+51.9% | $4,297+47.4% |
| Admin fee / account holder | $1,192 | $4,310-72.4% | $7,668-84.5% | $6,935-82.8% |