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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 | $52,045 | $48,327+7.7% | $67,575-23.0% | $80,935-35.7% |
| Participation rate | 93.5% | 66.4%+27.1pp | 72.9%+20.6pp | 67.7%+25.8pp |
| Annual return | 14.62% | 18.31%-3.7pp | 3528.98%-3514.4pp | 35.66%-21.0pp |
| Employer contribution / active EE | $5,589 | $2,022+176.4% | $2,736+104.3% | $2,757+102.8% |
| Participant deferral / active EE | $4,776 | $2,927+63.2% | $4,003+19.3% | $4,299+11.1% |
| Admin fee / account holder | $5,104 | $3,692+38.2% | $3,993+27.8% | $6,924-26.3% |