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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 | $161,142 | $89,364+80.3% | $141,177+14.1% | $72,983+120.8% |
| Participation rate | 91.4% | 75.1%+16.3pp | 82.5%+9.0pp | 69.5%+21.9pp |
| Annual return | 21.94% | 111.86%-89.9pp | 71.40%-49.5pp | 81.01%-59.1pp |
| Employer contribution / active EE | $4,280 | $3,115+37.4% | $4,736-9.6% | $2,440+75.4% |
| Participant deferral / active EE | $6,135 | $5,419+13.2% | $6,710-8.6% | $3,608+70.1% |
| Admin fee / account holder | $3,280 | $5,959-45.0% | $10,263-68.0% | $5,124-36.0% |