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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 | $90,637 | $58,726+54.3% | $142,898-36.6% | $85,851+5.6% |
| Participation rate | 93.8% | 58.5%+35.3pp | 72.0%+21.8pp | 69.3%+24.4pp |
| Annual return | 21.43% | 27.73%-6.3pp | 5639.64%-5618.2pp | 318.63%-297.2pp |
| Employer contribution / active EE | $1,097 | $1,424-23.0% | $4,146-73.5% | $2,565-57.2% |
| Participant deferral / active EE | $2,851 | $2,609+9.3% | $3,838-25.7% | $3,952-27.9% |
| Admin fee / account holder | $10,591 | $4,234+150.1% | $6,560+61.4% | $6,261+69.2% |