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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 | $77,096 | $45,041+71.2% | $63,003+22.4% | $70,131+9.9% |
| Participation rate | 97.4% | 69.5%+27.8pp | 74.8%+22.6pp | 69.5%+27.8pp |
| Annual return | 12.82% | 18.76%-5.9pp | 87.59%-74.8pp | 73.14%-60.3pp |
| Employer contribution / active EE | $4,234 | $2,052+106.3% | $2,760+53.4% | $2,342+80.7% |
| Participant deferral / active EE | $2,970 | $2,465+20.5% | $3,329-10.8% | $3,332-10.9% |
| Admin fee / account holder | $1,753 | $2,836-38.2% | $3,600-51.3% | $4,645-62.3% |