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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 | $53,268 | $53,128+0.3% | $86,582-38.5% | $70,126-24.0% |
| Participation rate | 90.8% | 65.3%+25.5pp | 73.5%+17.2pp | 69.5%+21.2pp |
| Annual return | 16.64% | 27.66%-11.0pp | 965.08%-948.4pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,920 | $2,068-7.2% | $2,839-32.4% | $2,343-18.1% |
| Participant deferral / active EE | $2,990 | $2,695+11.0% | $3,609-17.1% | $3,332-10.2% |
| Admin fee / account holder | $3,068 | $3,584-14.4% | $4,904-37.4% | $4,645-34.0% |