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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 | $71,429 | $47,479+50.4% | $62,929+13.5% | $82,448-13.4% |
| Participation rate | 74.0% | 66.9%+7.1pp | 73.1%+0.9pp | 68.1%+5.9pp |
| Annual return | 12.89% | 20.34%-7.5pp | 1063.93%-1051.0pp | 41.64%-28.7pp |
| Employer contribution / active EE | $2,449 | $1,885+29.9% | $2,505-2.2% | $2,551-4.0% |
| Participant deferral / active EE | $6,475 | $2,870+125.6% | $3,888+66.5% | $4,139+56.4% |
| Admin fee / account holder | $1,098 | $3,804-71.1% | $5,065-78.3% | $7,234-84.8% |