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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 | $106,524-40.1% | $152,301-58.1% | $87,485-27.0% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.4%+6.8pp | 68.9%+20.4pp |
| Annual return | 181.92% | 26.89%+155.0pp | 80.50%+101.4pp | 26.06%+155.9pp |
| Employer contribution / active EE | $6,833 | $3,371+102.7% | $4,624+47.8% | $2,596+163.2% |
| Participant deferral / active EE | $3,820 | $6,525-41.5% | $8,004-52.3% | $4,274-10.6% |
| Admin fee / account holder | $1,678 | $8,287-79.7% | $14,398-88.3% | $7,775-78.4% |