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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 | $90,096 | $48,314+86.5% | $67,561+33.4% | $80,925+11.3% |
| Participation rate | 90.6% | 66.4%+24.2pp | 72.9%+17.7pp | 67.7%+23.0pp |
| Annual return | 15.87% | 18.28%-2.4pp | 3525.44%-3509.6pp | 35.65%-19.8pp |
| Employer contribution / active EE | $4,507 | $2,022+122.9% | $2,735+64.8% | $2,756+63.5% |
| Participant deferral / active EE | $2,572 | $2,927-12.1% | $4,003-35.8% | $4,299-40.2% |
| Admin fee / account holder | $3,529 | $3,690-4.3% | $4,006-11.9% | $6,940-49.1% |