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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 | $103,143 | $48,011+114.8% | $63,803+61.7% | $82,637+24.8% |
| Participation rate | 85.7% | 66.6%+19.1pp | 72.7%+13.0pp | 68.1%+17.7pp |
| Annual return | 14.45% | 19.84%-5.4pp | 543.72%-529.3pp | 53.51%-39.1pp |
| Employer contribution / active EE | $4,895 | $1,904+157.1% | $2,532+93.3% | $2,552+91.8% |
| Participant deferral / active EE | $2,377 | $2,846-16.5% | $3,843-38.1% | $4,126-42.4% |
| Admin fee / account holder | $9,512 | $3,873+145.6% | $5,196+83.0% | $7,339+29.6% |