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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 | $122,104 | $58,241+109.7% | $81,780+49.3% | $80,911+50.9% |
| Participation rate | 98.1% | 63.4%+34.7pp | 72.4%+25.8pp | 67.6%+30.5pp |
| Annual return | 14.75% | 41.73%-27.0pp | 776.27%-761.5pp | 35.63%-20.9pp |
| Employer contribution / active EE | $3,146 | $2,343+34.3% | $2,914+8.0% | $2,756+14.2% |
| Participant deferral / active EE | $2,778 | $3,283-15.4% | $4,321-35.7% | $4,297-35.3% |
| Admin fee / account holder | $2,370 | $4,973-52.3% | $7,384-67.9% | $6,935-65.8% |