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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 | $114,606 | $47,479+141.4% | $62,929+82.1% | $82,448+39.0% |
| Participation rate | 92.4% | 66.9%+25.5pp | 73.1%+19.3pp | 68.1%+24.3pp |
| Annual return | 14.51% | 20.34%-5.8pp | 1063.93%-1049.4pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,517 | $1,885-19.5% | $2,505-39.4% | $2,551-40.5% |
| Participant deferral / active EE | $1,944 | $2,870-32.3% | $3,888-50.0% | $4,139-53.0% |
| Admin fee / account holder | $6,021 | $3,804+58.3% | $5,065+18.9% | $7,234-16.8% |