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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 | $153,557 | $51,631+197.4% | $129,397+18.7% | $80,925+89.8% |
| Participation rate | 72.1% | 56.9%+15.2pp | 69.6%+2.5pp | 67.7%+4.5pp |
| Annual return | 17.38% | 20.77%-3.4pp | 9453.98%-9436.6pp | 35.65%-18.3pp |
| Employer contribution / active EE | $3,380 | $1,583+113.5% | $4,154-18.6% | $2,756+22.6% |
| Participant deferral / active EE | $7,603 | $2,670+184.7% | $4,167+82.4% | $4,299+76.9% |
| Admin fee / account holder | $2,120 | $4,309-50.8% | $7,679-72.4% | $6,940-69.5% |