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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 | $48,284+86.6% | $67,524+33.4% | $80,911+11.4% |
| Participation rate | 90.6% | 66.4%+24.2pp | 72.9%+17.7pp | 67.6%+23.0pp |
| Annual return | 15.87% | 18.27%-2.4pp | 3519.41%-3503.5pp | 35.63%-19.8pp |
| Employer contribution / active EE | $4,507 | $2,021+122.9% | $2,734+64.8% | $2,756+63.5% |
| Participant deferral / active EE | $2,572 | $2,927-12.1% | $4,001-35.7% | $4,297-40.2% |
| Admin fee / account holder | $3,529 | $3,688-4.3% | $4,001-11.8% | $6,935-49.1% |