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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 | $124,181 | $102,422+21.2% | $147,117-15.6% | $80,959+53.4% |
| Participation rate | 85.7% | 75.9%+9.8pp | 82.2%+3.5pp | 67.7%+18.0pp |
| Annual return | 14.72% | 135.16%-120.4pp | 420.54%-405.8pp | 35.67%-20.9pp |
| Employer contribution / active EE | $2,354 | $3,717-36.7% | $4,932-52.3% | $2,757-14.6% |
| Participant deferral / active EE | $7,502 | $6,652+12.8% | $8,065-7.0% | $4,300+74.5% |
| Admin fee / account holder | $8,889 | $7,953+11.8% | $12,993-31.6% | $6,925+28.3% |