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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 | $145,166 | $80,812+79.6% | $160,784-9.7% | $82,448+76.1% |
| Participation rate | 92.9% | 66.2%+26.6pp | 77.0%+15.9pp | 68.1%+24.8pp |
| Annual return | 15.70% | 100.59%-84.9pp | 1803.92%-1788.2pp | 41.64%-25.9pp |
| Employer contribution / active EE | $757 | $2,174-65.2% | $3,733-79.7% | $2,551-70.3% |
| Participant deferral / active EE | $8,776 | $4,335+102.4% | $6,293+39.5% | $4,139+112.0% |
| Admin fee / account holder | $21,716 | $7,695+182.2% | $9,717+123.5% | $7,234+200.2% |