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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 | $102,323 | $48,337+111.7% | $67,560+51.5% | $80,959+26.4% |
| Participation rate | 92.0% | 66.4%+25.6pp | 72.9%+19.1pp | 67.7%+24.3pp |
| Annual return | 17.78% | 18.26%-0.5pp | 3533.50%-3515.7pp | 35.67%-17.9pp |
| Employer contribution / active EE | $3,007 | $2,023+48.6% | $2,737+9.9% | $2,757+9.0% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,732 | $3,695+1.0% | $3,994-6.6% | $6,925-46.1% |