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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 | $58,258+57.6% | $81,820+12.2% | $80,925+13.4% |
| Participation rate | 83.1% | 63.5%+19.6pp | 72.4%+10.7pp | 67.7%+15.4pp |
| Annual return | 13.57% | 41.76%-28.2pp | 777.93%-764.4pp | 35.65%-22.1pp |
| Employer contribution / active EE | $12,365 | $2,345+427.2% | $2,915+324.2% | $2,756+348.6% |
| Participant deferral / active EE | $4,797 | $3,284+46.1% | $4,323+11.0% | $4,299+11.6% |
| Admin fee / account holder | $3,129 | $4,976-37.1% | $7,391-57.7% | $6,940-54.9% |