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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 | $111,567 | $58,311+91.3% | $81,882+36.3% | $80,959+37.8% |
| Participation rate | 93.1% | 63.5%+29.6pp | 72.4%+20.7pp | 67.7%+25.4pp |
| Annual return | 18.32% | 41.85%-23.5pp | 779.47%-761.2pp | 35.67%-17.3pp |
| Employer contribution / active EE | $4,528 | $2,347+92.9% | $2,916+55.3% | $2,757+64.2% |
| Participant deferral / active EE | $6,062 | $3,287+84.4% | $4,323+40.2% | $4,300+41.0% |
| Admin fee / account holder | $849 | $4,752-82.1% | $7,360-88.5% | $6,925-87.7% |