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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 | $102,758 | $84,708+21.3% | $75,714+35.7% | $167,536-38.7% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.8%+18.9pp | 82.1%+11.6pp |
| Annual return | 11.64% | 199.62%-188.0pp | 104.62%-93.0pp | 478.82%-467.2pp |
| Employer contribution / active EE | $1,864 | $3,231-42.3% | $2,744-32.1% | $4,839-61.5% |
| Participant deferral / active EE | $1,878 | $4,577-59.0% | $3,820-50.8% | $6,342-70.4% |
| Admin fee / account holder | $4,825 | $5,358-9.9% | $3,619+33.3% | $12,315-60.8% |