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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 | $57,213 | $85,766-33.3% | $136,298-58.0% | $70,126-18.4% |
| Participation rate | 98.7% | 74.2%+24.6pp | 81.9%+16.8pp | 69.5%+29.2pp |
| Annual return | 19.91% | 31.46%-11.5pp | 5156.27%-5136.4pp | 73.15%-53.2pp |
| Employer contribution / active EE | $5,239 | $2,966+76.6% | $4,696+11.6% | $2,343+123.7% |
| Participant deferral / active EE | $6,213 | $5,051+23.0% | $6,247-0.6% | $3,332+86.5% |
| Admin fee / account holder | $1,243 | $5,421-77.1% | $9,244-86.6% | $4,645-73.2% |