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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 | $125,649 | $101,752+23.5% | $164,928-23.8% | $80,911+55.3% |
| Participation rate | 96.7% | 71.8%+24.8pp | 78.6%+18.0pp | 67.6%+29.0pp |
| Annual return | 13.01% | 16.73%-3.7pp | 70.08%-57.1pp | 35.63%-22.6pp |
| Employer contribution / active EE | $11,188 | $2,953+278.8% | $4,343+157.6% | $2,756+306.0% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $12,263 | $8,218+49.2% | $12,684-3.3% | $6,935+76.8% |