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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 | $128,060 | $47,479+169.7% | $62,929+103.5% | $82,448+55.3% |
| Participation rate | 96.2% | 66.9%+29.3pp | 73.1%+23.0pp | 68.1%+28.1pp |
| Annual return | 19.61% | 20.34%-0.7pp | 1063.93%-1044.3pp | 41.64%-22.0pp |
| Employer contribution / active EE | $5,479 | $1,885+190.6% | $2,505+118.8% | $2,551+114.8% |
| Participant deferral / active EE | $11,343 | $2,870+295.1% | $3,888+191.7% | $4,139+174.0% |
| Admin fee / account holder | $521 | $3,804-86.3% | $5,065-89.7% | $7,234-92.8% |