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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 | $64,749 | $53,128+21.9% | $86,582-25.2% | $70,126-7.7% |
| Participation rate | 97.2% | 65.3%+31.9pp | 73.5%+23.7pp | 69.5%+27.7pp |
| Annual return | 14.77% | 27.66%-12.9pp | 965.08%-950.3pp | 73.15%-58.4pp |
| Employer contribution / active EE | $3,497 | $2,068+69.1% | $2,839+23.1% | $2,343+49.3% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,136 | $3,584+15.4% | $4,904-15.7% | $4,645-11.0% |