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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 | $71,986 | $53,128+35.5% | $86,581-16.9% | $70,124+2.7% |
| Participation rate | 96.9% | 65.3%+31.6pp | 73.5%+23.3pp | 69.5%+27.3pp |
| Annual return | 18.08% | 27.66%-9.6pp | 965.06%-947.0pp | 73.14%-55.1pp |
| Employer contribution / active EE | $4,046 | $2,068+95.7% | $2,840+42.5% | $2,342+72.7% |
| Participant deferral / active EE | $1,706 | $2,695-36.7% | $3,609-52.7% | $3,332-48.8% |
| Admin fee / account holder | $1,163 | $3,584-67.5% | $4,904-76.3% | $4,645-75.0% |