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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 | $83,775 | $63,346+32.3% | $92,239-9.2% | $70,124+19.5% |
| Participation rate | 76.5% | 68.7%+7.8pp | 76.5%0pp | 69.5%+6.9pp |
| Annual return | 17.56% | 530.19%-512.6pp | 176.29%-158.7pp | 73.14%-55.6pp |
| Employer contribution / active EE | $3,307 | $2,471+33.8% | $3,680-10.1% | $2,342+41.2% |
| Participant deferral / active EE | $5,536 | $2,854+94.0% | $3,897+42.1% | $3,332+66.2% |
| Admin fee / account holder | $2,313 | $3,841-39.8% | $5,194-55.5% | $4,645-50.2% |