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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 | $92,227 | $89,364+3.2% | $141,177-34.7% | $72,983+26.4% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.5%+14.0pp | 69.5%+26.9pp |
| Annual return | 20.78% | 111.86%-91.1pp | 71.40%-50.6pp | 81.01%-60.2pp |
| Employer contribution / active EE | $4,667 | $3,115+49.8% | $4,736-1.5% | $2,440+91.3% |
| Participant deferral / active EE | $4,091 | $5,419-24.5% | $6,710-39.0% | $3,608+13.4% |
| Admin fee / account holder | $3,299 | $5,959-44.6% | $10,263-67.9% | $5,124-35.6% |