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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 | $231,322 | $70,366+228.7% | $66,674+246.9% | $138,895+66.5% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 18.86% | 386.41%-367.5pp | 321.24%-302.4pp | 145.39%-126.5pp |
| Employer contribution / active EE | $1,128 | $2,765-59.2% | $2,620-56.9% | $4,194-73.1% |
| Participant deferral / active EE | $9,049 | $4,374+106.9% | $4,084+121.6% | $6,396+41.5% |
| Admin fee / account holder | $861 | $5,262-83.6% | $5,098-83.1% | $12,562-93.1% |