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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 | $22,778 | $41,377-45.0% | $109,313-79.2% | $62,881-63.8% |
| Participation rate | 78.9% | 57.5%+21.4pp | 71.3%+7.7pp | 69.3%+9.6pp |
| Annual return | 107.36% | 11.05%+96.3pp | 22.07%+85.3pp | 20.14%+87.2pp |
| Employer contribution / active EE | $4,104 | $1,276+221.7% | $3,892+5.5% | $2,281+79.9% |
| Participant deferral / active EE | $7,027 | $2,045+243.6% | $3,166+121.9% | $3,203+119.4% |
| Admin fee / account holder | $381 | $2,884-86.8% | $5,666-93.3% | $4,296-91.1% |