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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 | $111,866 | $49,177+127.5% | $79,476+40.8% | $64,181+74.3% |
| Participation rate | 96.9% | 65.0%+31.8pp | 73.3%+23.5pp | 69.6%+27.3pp |
| Annual return | -5.54% | -1.16%-4.4pp | 718.21%-723.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $8,089 | $2,076+289.6% | $2,800+188.9% | $2,381+239.8% |
| Participant deferral / active EE | $3,981 | $2,821+41.1% | $3,704+7.5% | $3,470+14.7% |
| Admin fee / account holder | $6,591 | $3,839+71.7% | $5,113+28.9% | $4,887+34.9% |