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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 | $104,491 | $65,434+59.7% | $98,483+6.1% | $85,847+21.7% |
| Participation rate | 91.3% | 65.0%+26.3pp | 73.3%+18.0pp | 69.3%+22.0pp |
| Annual return | 12.96% | 21.75%-8.8pp | 1494.38%-1481.4pp | 318.61%-305.6pp |
| Employer contribution / active EE | $1,699 | $2,169-21.7% | $2,961-42.6% | $2,565-33.8% |
| Participant deferral / active EE | $5,168 | $3,168+63.1% | $4,276+20.8% | $3,952+30.8% |
| Admin fee / account holder | $18,087 | $4,595+293.6% | $5,953+203.8% | $6,261+188.9% |