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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 | $186,294 | $114,119+63.2% | $107,187+73.8% | $138,895+34.1% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.9pp | 79.9%+9.0pp |
| Annual return | 14.19% | 273.21%-259.0pp | 204.55%-190.4pp | 145.39%-131.2pp |
| Employer contribution / active EE | $10,817 | $4,059+166.5% | $3,782+186.0% | $4,194+157.9% |
| Participant deferral / active EE | $6,787 | $5,538+22.6% | $5,096+33.2% | $6,396+6.1% |
| Admin fee / account holder | $8,727 | $10,024-12.9% | $9,162-4.8% | $12,562-30.5% |