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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 | $206,181 | $93,617+120.2% | $135,982+51.6% | $75,177+174.3% |
| Participation rate | 98.0% | 75.2%+22.8pp | 81.9%+16.0pp | 67.2%+30.8pp |
| Annual return | 48.51% | 30.89%+17.6pp | 68.32%-19.8pp | 160.75%-112.2pp |
| Employer contribution / active EE | $5,658 | $3,538+59.9% | $4,859+16.4% | $2,671+111.8% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,798 | $6,980-74.2% | $10,767-83.3% | $5,651-68.2% |