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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 | $64,379 | $48,314+33.3% | $67,561-4.7% | $80,925-20.4% |
| Participation rate | 93.2% | 66.4%+26.8pp | 72.9%+20.2pp | 67.7%+25.5pp |
| Annual return | 13.98% | 18.28%-4.3pp | 3525.44%-3511.5pp | 35.65%-21.7pp |
| Employer contribution / active EE | $2,857 | $2,022+41.3% | $2,735+4.5% | $2,756+3.6% |
| Participant deferral / active EE | $5,975 | $2,927+104.1% | $4,003+49.3% | $4,299+39.0% |
| Admin fee / account holder | $1,633 | $3,690-55.7% | $4,006-59.2% | $6,940-76.5% |