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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 | $91,808 | $58,311+57.4% | $81,882+12.1% | $80,959+13.4% |
| Participation rate | 83.1% | 63.5%+19.6pp | 72.4%+10.7pp | 67.7%+15.4pp |
| Annual return | 13.57% | 41.85%-28.3pp | 779.47%-765.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $12,365 | $2,347+426.9% | $2,916+324.0% | $2,757+348.5% |
| Participant deferral / active EE | $4,797 | $3,287+45.9% | $4,323+11.0% | $4,300+11.5% |
| Admin fee / account holder | $3,129 | $4,752-34.1% | $7,360-57.5% | $6,925-54.8% |