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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 | $89,269 | $53,128+68.0% | $86,582+3.1% | $70,126+27.3% |
| Participation rate | 90.5% | 65.3%+25.2pp | 73.5%+16.9pp | 69.5%+20.9pp |
| Annual return | 13.09% | 27.66%-14.6pp | 965.08%-952.0pp | 73.15%-60.1pp |
| Employer contribution / active EE | $5,126 | $2,068+147.9% | $2,839+80.5% | $2,343+118.8% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $16,146 | $3,584+350.5% | $4,904+229.2% | $4,645+247.6% |