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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 | $81,517 | $48,314+68.7% | $67,561+20.7% | $80,925+0.7% |
| Participation rate | 90.3% | 66.4%+23.9pp | 72.9%+17.4pp | 67.7%+22.7pp |
| Annual return | 12.72% | 18.28%-5.6pp | 3525.44%-3512.7pp | 35.65%-22.9pp |
| Employer contribution / active EE | $9,312 | $2,022+360.6% | $2,735+240.5% | $2,756+237.8% |
| Participant deferral / active EE | $3,040 | $2,927+3.9% | $4,003-24.1% | $4,299-29.3% |
| Admin fee / account holder | $2,732 | $3,690-25.9% | $4,006-31.8% | $6,940-60.6% |