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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 | $115,654 | $53,127+117.7% | $86,597+33.6% | $70,131+64.9% |
| Participation rate | 98.5% | 65.3%+33.2pp | 73.5%+24.9pp | 69.5%+28.9pp |
| Annual return | 12.86% | 27.66%-14.8pp | 964.96%-952.1pp | 73.14%-60.3pp |
| Employer contribution / active EE | $1,960 | $2,068-5.2% | $2,840-31.0% | $2,342-16.3% |
| Participant deferral / active EE | $1,242 | $2,696-53.9% | $3,609-65.6% | $3,332-62.7% |
| Admin fee / account holder | $3,956 | $3,585+10.3% | $4,906-19.4% | $4,645-14.8% |