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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 | $99,097 | $63,342+56.4% | $92,236+7.4% | $70,131+41.3% |
| Participation rate | 77.5% | 68.7%+8.8pp | 76.5%+1.0pp | 69.5%+7.9pp |
| Annual return | 19.26% | 530.15%-510.9pp | 176.29%-157.0pp | 73.14%-53.9pp |
| Employer contribution / active EE | $2,086 | $2,471-15.6% | $3,679-43.3% | $2,342-11.0% |
| Participant deferral / active EE | $4,213 | $2,854+47.6% | $3,897+8.1% | $3,332+26.4% |
| Admin fee / account holder | $416 | $3,840-89.2% | $5,194-92.0% | $4,645-91.0% |