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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 | $178,302 | $108,685+64.1% | $74,719+138.6% | $152,885+16.6% |
| Participation rate | 75.0% | 65.3%+9.7pp | 54.5%+20.5pp | 82.5%-7.5pp |
| Annual return | 23.38% | 114.09%-90.7pp | 753.05%-729.7pp | 345.39%-322.0pp |
| Employer contribution / active EE | $2,117 | $1,504+40.8% | $1,084+95.3% | $4,763-55.5% |
| Participant deferral / active EE | $4,499 | $2,712+65.9% | $1,963+129.1% | $5,851-23.1% |
| Admin fee / account holder | $3,351 | $4,905-31.7% | $3,334+0.5% | $11,598-71.1% |