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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 | $148,402 | $56,134+164.4% | $96,171+54.3% | $85,847+72.9% |
| Participation rate | 91.9% | 56.7%+35.2pp | 68.4%+23.4pp | 69.3%+22.6pp |
| Annual return | 32.65% | 42.30%-9.7pp | 192.04%-159.4pp | 318.61%-286.0pp |
| Employer contribution / active EE | $4,200 | $1,620+159.2% | $2,799+50.1% | $2,565+63.7% |
| Participant deferral / active EE | $3,140 | $2,858+9.9% | $4,350-27.8% | $3,952-20.6% |
| Admin fee / account holder | $324 | $3,769-91.4% | $5,538-94.2% | $6,261-94.8% |