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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 | $63,830 | $106,749-40.2% | $145,433-56.1% | $82,448-22.6% |
| Participation rate | 89.3% | 75.6%+13.6pp | 82.1%+7.2pp | 68.1%+21.2pp |
| Annual return | 181.92% | 27.59%+154.3pp | 66.58%+115.3pp | 41.64%+140.3pp |
| Employer contribution / active EE | $6,833 | $3,444+98.4% | $4,554+50.0% | $2,551+167.8% |
| Participant deferral / active EE | $3,820 | $6,519-41.4% | $7,897-51.6% | $4,139-7.7% |
| Admin fee / account holder | $1,678 | $8,390-80.0% | $13,129-87.2% | $7,234-76.8% |