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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 | $158,113 | $49,976+216.4% | $66,674+137.1% | $82,637+91.3% |
| Participation rate | 82.1% | 63.1%+19.0pp | 73.7%+8.4pp | 68.1%+14.0pp |
| Annual return | 18.65% | 39.09%-20.4pp | 321.24%-302.6pp | 53.51%-34.9pp |
| Employer contribution / active EE | $7,468 | $1,988+275.6% | $2,620+185.0% | $2,552+192.6% |
| Participant deferral / active EE | $11,978 | $2,847+320.8% | $4,084+193.3% | $4,126+190.3% |
| Admin fee / account holder | $2,433 | $4,594-47.0% | $5,098-52.3% | $7,339-66.9% |