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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 | $111,652 | $85,171+31.1% | $172,752-35.4% | $72,975+53.0% |
| Participation rate | 92.9% | 70.1%+22.8pp | 82.6%+10.2pp | 69.5%+23.4pp |
| Annual return | 22.88% | 27.32%-4.4pp | 802.97%-780.1pp | 81.01%-58.1pp |
| Employer contribution / active EE | $2,517 | $3,324-24.3% | $5,144-51.1% | $2,440+3.2% |
| Participant deferral / active EE | $3,080 | $3,260-5.5% | $5,198-40.7% | $3,608-14.6% |
| Admin fee / account holder | $2,673 | $5,880-54.5% | $13,955-80.8% | $5,124-47.8% |