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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 | $99,742 | $54,763+82.1% | $90,324+10.4% | $72,976+36.7% |
| Participation rate | 95.1% | 65.2%+30.0pp | 73.3%+21.8pp | 69.5%+25.6pp |
| Annual return | 525.04% | 30.63%+494.4pp | 78.15%+446.9pp | 81.02%+444.0pp |
| Employer contribution / active EE | $1,155 | $2,093-44.8% | $2,856-59.6% | $2,440-52.7% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $842 | $3,973-78.8% | $5,356-84.3% | $5,124-83.6% |