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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 | $48,011+180.9% | $63,803+111.4% | $82,637+63.2% |
| Participation rate | 70.8% | 66.6%+4.3pp | 72.7%-1.9pp | 68.1%+2.8pp |
| Annual return | 17.81% | 19.84%-2.0pp | 543.72%-525.9pp | 53.51%-35.7pp |
| Employer contribution / active EE | $3,645 | $1,904+91.5% | $2,532+43.9% | $2,552+42.8% |
| Participant deferral / active EE | $4,729 | $2,846+66.1% | $3,843+23.1% | $4,126+14.6% |
| Admin fee / account holder | $734 | $3,873-81.1% | $5,196-85.9% | $7,339-90.0% |