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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 | $124,476 | $53,128+134.3% | $86,581+43.8% | $70,124+77.5% |
| Participation rate | 96.4% | 65.3%+31.1pp | 73.5%+22.9pp | 69.5%+26.9pp |
| Annual return | 15.10% | 27.66%-12.6pp | 965.06%-950.0pp | 73.14%-58.0pp |
| Employer contribution / active EE | $8,773 | $2,068+324.2% | $2,840+209.0% | $2,342+274.5% |
| Participant deferral / active EE | $3,789 | $2,695+40.6% | $3,609+5.0% | $3,332+13.7% |
| Admin fee / account holder | $387 | $3,584-89.2% | $4,904-92.1% | $4,645-91.7% |