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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 | $53,128+117.7% | $86,582+33.6% | $70,126+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 | 965.08%-952.2pp | 73.15%-60.3pp |
| Employer contribution / active EE | $1,960 | $2,068-5.2% | $2,839-31.0% | $2,343-16.3% |
| Participant deferral / active EE | $1,242 | $2,695-53.9% | $3,609-65.6% | $3,332-62.7% |
| Admin fee / account holder | $3,956 | $3,584+10.4% | $4,904-19.3% | $4,645-14.8% |