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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 | $72,836 | $48,570+50.0% | $130,660-44.3% | $72,975-0.2% |
| Participation rate | 85.1% | 58.6%+26.5pp | 71.7%+13.4pp | 69.5%+15.6pp |
| Annual return | 22.65% | 38.63%-16.0pp | 1709.29%-1686.6pp | 81.01%-58.4pp |
| Employer contribution / active EE | $2,810 | $1,334+110.6% | $4,092-31.3% | $2,440+15.2% |
| Participant deferral / active EE | $11,394 | $2,384+378.0% | $3,603+216.2% | $3,608+215.8% |
| Admin fee / account holder | $5,422 | $3,549+52.8% | $5,463-0.7% | $5,124+5.8% |