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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 | $86,047 | $180,749-52.4% | $160,784-46.5% | $137,256-37.3% |
| Participation rate | 92.3% | 80.0%+12.3pp | 77.0%+15.4pp | 80.0%+12.3pp |
| Annual return | 15.93% | 2234.46%-2218.5pp | 1803.92%-1788.0pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,385 | $4,155-66.7% | $3,733-62.9% | $4,156-66.7% |
| Participant deferral / active EE | $2,383 | $6,844-65.2% | $6,293-62.1% | $6,407-62.8% |
| Admin fee / account holder | $13,412 | $10,397+29.0% | $9,717+38.0% | $12,270+9.3% |