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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 | $58,258+109.6% | $81,820+49.2% | $80,925+50.9% |
| Participation rate | 98.1% | 63.5%+34.7pp | 72.4%+25.7pp | 67.7%+30.5pp |
| Annual return | 14.75% | 41.76%-27.0pp | 777.93%-763.2pp | 35.65%-20.9pp |
| Employer contribution / active EE | $3,146 | $2,345+34.1% | $2,915+7.9% | $2,756+14.2% |
| Participant deferral / active EE | $2,778 | $3,284-15.4% | $4,323-35.7% | $4,299-35.4% |
| Admin fee / account holder | $2,370 | $4,976-52.4% | $7,391-67.9% | $6,940-65.9% |