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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 | $86,156 | $45,152+90.8% | $73,845+16.7% | $59,632+44.5% |
| Participation rate | 91.7% | 64.0%+27.6pp | 73.4%+18.2pp | 68.7%+23.0pp |
| Annual return | 2.65% | 27.40%-24.8pp | 2267.91%-2265.3pp | 2041.32%-2038.7pp |
| Employer contribution / active EE | $4,564 | $1,902+140.0% | $2,788+63.7% | $2,203+107.2% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $15,737 | $3,516+347.6% | $4,881+222.5% | $4,297+266.2% |