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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 | $52,061 | $58,828-11.5% | $78,002-33.3% | $62,881-17.2% |
| Participation rate | 94.3% | 71.1%+23.2pp | 75.5%+18.8pp | 69.3%+25.0pp |
| Annual return | 24.43% | 17.16%+7.3pp | 425.99%-401.6pp | 20.14%+4.3pp |
| Employer contribution / active EE | $7,916 | $1,672+373.5% | $2,470+220.5% | $2,281+247.1% |
| Participant deferral / active EE | $6,111 | $2,686+127.5% | $3,497+74.7% | $3,203+90.8% |
| Admin fee / account holder | $2,452 | $4,393-44.2% | $5,481-55.3% | $4,296-42.9% |