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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 | $82,258 | $48,314+70.3% | $67,561+21.8% | $80,925+1.6% |
| Participation rate | 83.8% | 66.4%+17.4pp | 72.9%+10.9pp | 67.7%+16.1pp |
| Annual return | 11.86% | 18.28%-6.4pp | 3525.44%-3513.6pp | 35.65%-23.8pp |
| Employer contribution / active EE | $1,137 | $2,022-43.8% | $2,735-58.4% | $2,756-58.8% |
| Participant deferral / active EE | $6,328 | $2,927+116.2% | $4,003+58.1% | $4,299+47.2% |
| Admin fee / account holder | $18,803 | $3,690+409.6% | $4,006+369.4% | $6,940+170.9% |