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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 | $85,501 | $58,234+46.8% | $81,783+4.5% | $80,874+5.7% |
| Participation rate | 94.4% | 63.4%+31.0pp | 72.4%+22.1pp | 67.6%+26.8pp |
| Annual return | 12.99% | 41.70%-28.7pp | 775.05%-762.1pp | 35.62%-22.6pp |
| Employer contribution / active EE | $4,264 | $2,341+82.1% | $2,913+46.4% | $2,756+54.7% |
| Participant deferral / active EE | $1,881 | $3,283-42.7% | $4,320-56.5% | $4,297-56.2% |
| Admin fee / account holder | $722 | $4,982-85.5% | $7,380-90.2% | $6,935-89.6% |