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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 | $75,392 | $47,553+58.5% | $136,867-44.9% | $69,733+8.1% |
| Participation rate | 99.0% | 61.4%+37.7pp | 74.5%+24.5pp | 62.5%+36.6pp |
| Annual return | 22.81% | -91.50%+114.3pp | 42.97%-20.2pp | 15.22%+7.6pp |
| Employer contribution / active EE | $15,330 | $2,087+634.6% | $3,547+332.2% | $2,250+581.2% |
| Participant deferral / active EE | $3,947 | $2,300+71.6% | $4,924-19.8% | $3,054+29.2% |
| Admin fee / account holder | $3,208 | $3,496-8.2% | $10,340-69.0% | $3,102+3.4% |