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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 | $130,460 | $70,366+85.4% | $66,674+95.7% | $138,895-6.1% |
| Participation rate | 95.2% | 76.2%+19.1pp | 73.7%+21.6pp | 79.9%+15.3pp |
| Annual return | 14.99% | 386.41%-371.4pp | 321.24%-306.2pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,870 | $2,765-32.4% | $2,620-28.6% | $4,194-55.4% |
| Participant deferral / active EE | $9,800 | $4,374+124.0% | $4,084+140.0% | $6,396+53.2% |
| Admin fee / account holder | $9,546 | $5,262+81.4% | $5,098+87.3% | $12,562-24.0% |