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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 | $88,835 | $47,479+87.1% | $62,929+41.2% | $82,448+7.7% |
| Participation rate | 96.8% | 66.9%+29.9pp | 73.1%+23.7pp | 68.1%+28.7pp |
| Annual return | 27.73% | 20.34%+7.4pp | 1063.93%-1036.2pp | 41.64%-13.9pp |
| Employer contribution / active EE | $3,291 | $1,885+74.5% | $2,505+31.4% | $2,551+29.0% |
| Participant deferral / active EE | $8,793 | $2,870+206.3% | $3,888+126.1% | $4,139+112.4% |
| Admin fee / account holder | $15,173 | $3,804+298.9% | $5,065+199.6% | $7,234+109.7% |