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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 | $105,029 | $48,314+117.4% | $67,561+55.5% | $80,925+29.8% |
| Participation rate | 92.2% | 66.4%+25.8pp | 72.9%+19.3pp | 67.7%+24.5pp |
| Annual return | 12.68% | 18.28%-5.6pp | 3525.44%-3512.8pp | 35.65%-23.0pp |
| Employer contribution / active EE | $1,657 | $2,022-18.1% | $2,735-39.4% | $2,756-39.9% |
| Participant deferral / active EE | $2,162 | $2,927-26.1% | $4,003-46.0% | $4,299-49.7% |
| Admin fee / account holder | $5,766 | $3,690+56.3% | $4,006+44.0% | $6,940-16.9% |