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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 | $89,673 | $53,127+68.8% | $86,597+3.6% | $70,131+27.9% |
| Participation rate | 96.0% | 65.3%+30.7pp | 73.5%+22.5pp | 69.5%+26.5pp |
| Annual return | 29.58% | 27.66%+1.9pp | 964.96%-935.4pp | 73.14%-43.6pp |
| Employer contribution / active EE | $4,108 | $2,068+98.6% | $2,840+44.7% | $2,342+75.4% |
| Participant deferral / active EE | $4,083 | $2,696+51.5% | $3,609+13.2% | $3,332+22.6% |
| Admin fee / account holder | $38,137 | $3,585+963.7% | $4,906+677.4% | $4,645+720.9% |