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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 | $48,277+90.2% | $67,511+36.0% | $80,874+13.5% |
| Participation rate | 87.1% | 66.4%+20.7pp | 72.9%+14.2pp | 67.6%+19.4pp |
| Annual return | 15.67% | 18.27%-2.6pp | 3517.41%-3501.7pp | 35.62%-19.9pp |
| Employer contribution / active EE | $3,497 | $2,021+73.0% | $2,733+28.0% | $2,756+26.9% |
| Participant deferral / active EE | $6,442 | $2,926+120.1% | $4,000+61.0% | $4,297+49.9% |
| Admin fee / account holder | $1,598 | $3,687-56.7% | $3,999-60.0% | $6,935-77.0% |