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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 | $111,772 | $85,766+30.3% | $136,298-18.0% | $70,126+59.4% |
| Participation rate | 97.7% | 74.2%+23.5pp | 81.9%+15.8pp | 69.5%+28.1pp |
| Annual return | 15.32% | 31.46%-16.1pp | 5156.27%-5141.0pp | 73.15%-57.8pp |
| Employer contribution / active EE | $3,256 | $2,966+9.8% | $4,696-30.7% | $2,343+39.0% |
| Participant deferral / active EE | $2,658 | $5,051-47.4% | $6,247-57.5% | $3,332-20.2% |
| Admin fee / account holder | $963 | $5,421-82.2% | $9,244-89.6% | $4,645-79.3% |