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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 | $98,978 | $47,479+108.5% | $62,929+57.3% | $82,448+20.0% |
| Participation rate | 96.0% | 66.9%+29.1pp | 73.1%+22.9pp | 68.1%+27.9pp |
| Annual return | 18.64% | 20.34%-1.7pp | 1063.93%-1045.3pp | 41.64%-23.0pp |
| Employer contribution / active EE | $6,222 | $1,885+230.0% | $2,505+148.4% | $2,551+143.9% |
| Participant deferral / active EE | $9,235 | $2,870+221.7% | $3,888+137.5% | $4,139+123.1% |
| Admin fee / account holder | $2,951 | $3,804-22.4% | $5,065-41.7% | $7,234-59.2% |