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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 | $88,556 | $53,127+66.7% | $86,597+2.3% | $70,131+26.3% |
| Participation rate | 86.8% | 65.3%+21.5pp | 73.5%+13.3pp | 69.5%+17.3pp |
| Annual return | 22.85% | 27.66%-4.8pp | 964.96%-942.1pp | 73.14%-50.3pp |
| Employer contribution / active EE | $16,291 | $2,068+687.7% | $2,840+473.7% | $2,342+595.5% |
| Participant deferral / active EE | $4,679 | $2,696+73.6% | $3,609+29.7% | $3,332+40.4% |
| Admin fee / account holder | $2,460 | $3,585-31.4% | $4,906-49.9% | $4,645-47.1% |