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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 | $48,277+7.8% | $67,511-22.9% | $80,874-35.6% |
| Participation rate | 93.5% | 66.4%+27.1pp | 72.9%+20.6pp | 67.6%+25.8pp |
| Annual return | 14.62% | 18.27%-3.6pp | 3517.41%-3502.8pp | 35.62%-21.0pp |
| Employer contribution / active EE | $5,589 | $2,021+176.5% | $2,733+104.5% | $2,756+102.8% |
| Participant deferral / active EE | $4,776 | $2,926+63.2% | $4,000+19.4% | $4,297+11.2% |
| Admin fee / account holder | $5,104 | $3,687+38.4% | $3,999+27.6% | $6,935-26.4% |