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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 | $72,272 | $70,666+2.3% | $169,385-57.3% | $75,181-3.9% |
| Participation rate | 90.2% | 64.8%+25.5pp | 77.2%+13.1pp | 67.2%+23.0pp |
| Annual return | 17.02% | 36.37%-19.4pp | 405.82%-388.8pp | 160.69%-143.7pp |
| Employer contribution / active EE | $6,369 | $2,210+188.2% | $4,012+58.8% | $2,671+138.5% |
| Participant deferral / active EE | $4,232 | $4,308-1.8% | $6,221-32.0% | $4,126+2.6% |
| Admin fee / account holder | $18,445 | $5,402+241.4% | $9,011+104.7% | $5,650+226.5% |