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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 | $177,297 | $52,353+238.7% | $120,225+47.5% | $82,448+115.0% |
| Participation rate | 71.9% | 58.3%+13.6pp | 69.6%+2.3pp | 68.1%+3.8pp |
| Annual return | 15.77% | 61.85%-46.1pp | 439.23%-423.5pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,399 | $1,510+125.1% | $3,475-2.2% | $2,551+33.2% |
| Participant deferral / active EE | $6,591 | $2,627+150.9% | $3,999+64.8% | $4,139+59.2% |
| Admin fee / account holder | $3,378 | $4,363-22.6% | $5,696-40.7% | $7,234-53.3% |