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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 | $190,350 | $89,370+113.0% | $141,197+34.8% | $72,976+160.8% |
| Participation rate | 98.3% | 75.1%+23.2pp | 82.5%+15.8pp | 69.5%+28.8pp |
| Annual return | 19.48% | 111.88%-92.4pp | 71.41%-51.9pp | 81.02%-61.5pp |
| Employer contribution / active EE | $10,631 | $3,115+241.3% | $4,736+124.5% | $2,440+335.7% |
| Participant deferral / active EE | $4,355 | $5,419-19.6% | $6,710-35.1% | $3,608+20.7% |
| Admin fee / account holder | $621 | $5,957-89.6% | $10,265-94.0% | $5,124-87.9% |