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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 | $71,943 | $54,763+31.4% | $90,324-20.4% | $72,976-1.4% |
| Participation rate | 97.3% | 65.2%+32.1pp | 73.3%+24.0pp | 69.5%+27.8pp |
| Annual return | 21.20% | 30.63%-9.4pp | 78.15%-57.0pp | 81.02%-59.8pp |
| Employer contribution / active EE | $5,101 | $2,093+143.7% | $2,856+78.6% | $2,440+109.1% |
| Participant deferral / active EE | $4,744 | $2,887+64.3% | $3,885+22.1% | $3,608+31.5% |
| Admin fee / account holder | $28,203 | $3,973+609.8% | $5,356+426.6% | $5,124+450.4% |