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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 | $98,728 | $45,152+118.7% | $73,836+33.7% | $59,633+65.6% |
| Participation rate | 86.8% | 64.0%+22.8pp | 73.4%+13.4pp | 68.7%+18.2pp |
| Annual return | 1.07% | 27.40%-26.3pp | 2268.06%-2267.0pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $2,556 | $1,901+34.4% | $2,787-8.3% | $2,203+16.0% |
| Participant deferral / active EE | $5,724 | $2,573+122.5% | $3,583+59.7% | $3,192+79.3% |
| Admin fee / account holder | $3,762 | $3,515+7.0% | $4,882-22.9% | $4,297-12.5% |