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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 | $48,337+33.2% | $67,560-4.7% | $80,959-20.5% |
| Participation rate | 93.2% | 66.4%+26.7pp | 72.9%+20.2pp | 67.7%+25.5pp |
| Annual return | 13.98% | 18.26%-4.3pp | 3533.50%-3519.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $2,857 | $2,023+41.2% | $2,737+4.4% | $2,757+3.6% |
| Participant deferral / active EE | $5,975 | $2,928+104.0% | $4,004+49.2% | $4,300+38.9% |
| Admin fee / account holder | $1,633 | $3,695-55.8% | $3,994-59.1% | $6,925-76.4% |