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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 | $85,320 | $53,127+60.6% | $86,597-1.5% | $70,131+21.7% |
| Participation rate | 89.6% | 65.3%+24.3pp | 73.5%+16.0pp | 69.5%+20.0pp |
| Annual return | 17.74% | 27.66%-9.9pp | 964.96%-947.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $3,323 | $2,068+60.7% | $2,840+17.0% | $2,342+41.9% |
| Participant deferral / active EE | $4,460 | $2,696+65.5% | $3,609+23.6% | $3,332+33.9% |
| Admin fee / account holder | $2,221 | $3,585-38.1% | $4,906-54.7% | $4,645-52.2% |