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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 | $106,928 | $65,961+62.1% | $180,320-40.7% | $94,015+13.7% |
| Participation rate | 86.6% | 61.3%+25.3pp | 71.5%+15.0pp | 70.8%+15.7pp |
| Annual return | 11.51% | 14.27%-2.8pp | 778.54%-767.0pp | 17.84%-6.3pp |
| Employer contribution / active EE | $1,962 | $1,737+12.9% | $4,108-52.2% | $2,790-29.7% |
| Participant deferral / active EE | $5,244 | $3,003+74.6% | $4,304+21.8% | $4,249+23.4% |
| Admin fee / account holder | $1,183 | $4,901-75.9% | $10,000-88.2% | $8,951-86.8% |