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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 | $119,622 | $70,366+70.0% | $66,674+79.4% | $138,895-13.9% |
| Participation rate | 93.3% | 76.2%+17.2pp | 73.7%+19.7pp | 79.9%+13.4pp |
| Annual return | 16.10% | 386.41%-370.3pp | 321.24%-305.1pp | 145.39%-129.3pp |
| Employer contribution / active EE | $14,205 | $2,765+413.7% | $2,620+442.1% | $4,194+238.7% |
| Participant deferral / active EE | $13,558 | $4,374+210.0% | $4,084+232.0% | $6,396+112.0% |
| Admin fee / account holder | $5,580 | $5,262+6.0% | $5,098+9.4% | $12,562-55.6% |