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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 | $136,713 | $78,425+74.3% | $95,956+42.5% | $79,858+71.2% |
| Participation rate | 96.2% | 73.5%+22.7pp | 77.1%+19.1pp | 69.6%+26.5pp |
| Annual return | 11.71% | 19.37%-7.7pp | 91.63%-79.9pp | 31.72%-20.0pp |
| Employer contribution / active EE | $3,500 | $1,945+79.9% | $2,541+37.7% | $2,471+41.6% |
| Participant deferral / active EE | $6,049 | $3,440+75.8% | $4,167+45.2% | $3,740+61.7% |
| Admin fee / account holder | $3,753 | $5,622-33.2% | $6,797-44.8% | $5,306-29.3% |