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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 | $58,241+91.6% | $81,780+36.4% | $80,911+37.9% |
| Participation rate | 93.1% | 63.4%+29.7pp | 72.4%+20.7pp | 67.6%+25.5pp |
| Annual return | 18.32% | 41.73%-23.4pp | 776.27%-757.9pp | 35.63%-17.3pp |
| Employer contribution / active EE | $4,528 | $2,343+93.2% | $2,914+55.4% | $2,756+64.3% |
| Participant deferral / active EE | $6,062 | $3,283+84.7% | $4,321+40.3% | $4,297+41.1% |
| Admin fee / account holder | $849 | $4,973-82.9% | $7,384-88.5% | $6,935-87.8% |