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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 | $18,786 | $85,171-77.9% | $172,753-89.1% | $72,976-74.3% |
| Participation rate | 96.2% | 70.1%+26.1pp | 82.6%+13.5pp | 69.5%+26.7pp |
| Annual return | 38.18% | 27.32%+10.9pp | 803.00%-764.8pp | 81.02%-42.8pp |
| Employer contribution / active EE | $7,400 | $3,324+122.6% | $5,144+43.9% | $2,440+203.3% |
| Participant deferral / active EE | $6,988 | $3,260+114.4% | $5,198+34.4% | $3,608+93.7% |
| Admin fee / account holder | $3,923 | $5,880-33.3% | $13,956-71.9% | $5,124-23.4% |