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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 | $160,004 | $100,203+59.7% | $85,240+87.7% | $145,897+9.7% |
| Participation rate | 72.2% | 74.1%-1.9pp | 67.5%+4.7pp | 80.3%-8.1pp |
| Annual return | 11.15% | 84.28%-73.1pp | 66.75%-55.6pp | 552.29%-541.1pp |
| Employer contribution / active EE | $2,480 | $3,242-23.5% | $2,735-9.3% | $4,663-46.8% |
| Participant deferral / active EE | $7,390 | $5,299+39.5% | $4,527+63.2% | $6,689+10.5% |
| Admin fee / account holder | $10,105 | $7,265+39.1% | $6,165+63.9% | $13,390-24.5% |