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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 | $60,432 | $85,171-29.0% | $172,752-65.0% | $72,975-17.2% |
| Participation rate | 87.5% | 70.1%+17.4pp | 82.6%+4.9pp | 69.5%+18.0pp |
| Annual return | 20.69% | 27.32%-6.6pp | 802.97%-782.3pp | 81.01%-60.3pp |
| Employer contribution / active EE | $4,221 | $3,324+27.0% | $5,144-17.9% | $2,440+73.0% |
| Participant deferral / active EE | $2,899 | $3,260-11.1% | $5,198-44.2% | $3,608-19.6% |
| Admin fee / account holder | $2,137 | $5,880-63.7% | $13,955-84.7% | $5,124-58.3% |