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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 | $124,798 | $85,766+45.5% | $136,297-8.4% | $70,124+78.0% |
| Participation rate | 91.7% | 74.2%+17.5pp | 81.9%+9.7pp | 69.5%+22.1pp |
| Annual return | 18.42% | 31.45%-13.0pp | 5156.19%-5137.8pp | 73.14%-54.7pp |
| Employer contribution / active EE | $4,679 | $2,966+57.7% | $4,696-0.4% | $2,342+99.7% |
| Participant deferral / active EE | $7,699 | $5,051+52.4% | $6,247+23.2% | $3,332+131.1% |
| Admin fee / account holder | $733 | $5,420-86.5% | $9,244-92.1% | $4,645-84.2% |