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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 | $91,821 | $48,337+90.0% | $67,560+35.9% | $80,959+13.4% |
| Participation rate | 87.1% | 66.4%+20.7pp | 72.9%+14.2pp | 67.7%+19.4pp |
| Annual return | 15.67% | 18.26%-2.6pp | 3533.50%-3517.8pp | 35.67%-20.0pp |
| Employer contribution / active EE | $3,497 | $2,023+72.9% | $2,737+27.8% | $2,757+26.8% |
| Participant deferral / active EE | $6,442 | $2,928+120.0% | $4,004+60.9% | $4,300+49.8% |
| Admin fee / account holder | $1,598 | $3,695-56.8% | $3,994-60.0% | $6,925-76.9% |