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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 | $115,382 | $72,071+60.1% | $68,368+68.8% | $137,256-15.9% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 21.02% | 353.14%-332.1pp | 292.57%-271.6pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,730 | $2,788-37.9% | $2,649-34.7% | $4,156-58.4% |
| Participant deferral / active EE | $7,203 | $4,410+63.3% | $4,123+74.7% | $6,407+12.4% |
| Admin fee / account holder | $521 | $5,336-90.2% | $5,150-89.9% | $12,270-95.8% |