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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 | $72,627 | $50,554+43.7% | $67,681+7.3% | $87,485-17.0% |
| Participation rate | 92.7% | 67.7%+25.0pp | 73.7%+19.0pp | 68.9%+23.8pp |
| Annual return | 40.84% | 17.81%+23.0pp | 590.58%-549.7pp | 26.06%+14.8pp |
| Employer contribution / active EE | $5,167 | $1,988+159.9% | $2,678+92.9% | $2,596+99.0% |
| Participant deferral / active EE | $7,254 | $2,961+145.0% | $3,976+82.5% | $4,274+69.7% |
| Admin fee / account holder | $1,821 | $4,132-55.9% | $6,100-70.1% | $7,775-76.6% |