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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 | $52,241 | $48,284+8.2% | $67,524-22.6% | $80,911-35.4% |
| Participation rate | 97.4% | 66.4%+31.0pp | 72.9%+24.5pp | 67.6%+29.8pp |
| Annual return | 22.73% | 18.27%+4.5pp | 3519.41%-3496.7pp | 35.63%-12.9pp |
| Employer contribution / active EE | $2,078 | $2,021+2.8% | $2,734-24.0% | $2,756-24.6% |
| Participant deferral / active EE | $4,664 | $2,927+59.4% | $4,001+16.6% | $4,297+8.5% |
| Admin fee / account holder | $948 | $3,688-74.3% | $4,001-76.3% | $6,935-86.3% |