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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 | $76,173 | $75,962+0.3% | $154,108-50.6% | $64,173+18.7% |
| Participation rate | 97.7% | 70.4%+27.3pp | 83.0%+14.6pp | 69.6%+28.1pp |
| Annual return | 35.23% | 30.32%+4.9pp | 735.21%-700.0pp | 7.63%+27.6pp |
| Employer contribution / active EE | $1,146 | $3,350-65.8% | $5,298-78.4% | $2,381-51.9% |
| Participant deferral / active EE | $2,383 | $3,175-24.9% | $5,081-53.1% | $3,470-31.3% |
| Admin fee / account holder | $4,186 | $5,589-25.1% | $13,411-68.8% | $4,887-14.4% |