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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 | $134,850 | $51,184+163.5% | $66,439+103.0% | $86,983+55.0% |
| Participation rate | 70.8% | 68.5%+2.3pp | 74.5%-3.7pp | 69.5%+1.3pp |
| Annual return | 17.81% | 17.07%+0.7pp | 757.66%-739.9pp | 25.83%-8.0pp |
| Employer contribution / active EE | $3,645 | $2,023+80.2% | $2,637+38.2% | $2,584+41.0% |
| Participant deferral / active EE | $4,729 | $2,927+61.5% | $3,876+22.0% | $4,194+12.8% |
| Admin fee / account holder | $734 | $4,154-82.3% | $6,173-88.1% | $7,856-90.7% |