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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 | $164,021 | $108,912+50.6% | $100,383+63.4% | $145,959+12.4% |
| Participation rate | 70.0% | 83.0%-13.0pp | 81.5%-11.5pp | 80.3%-10.3pp |
| Annual return | 16.90% | 57.96%-41.1pp | 49.26%-32.4pp | 561.95%-545.0pp |
| Employer contribution / active EE | $488 | $4,423-89.0% | $3,944-87.6% | $4,661-89.5% |
| Participant deferral / active EE | $6,814 | $8,451-19.4% | $8,086-15.7% | $6,689+1.9% |
| Admin fee / account holder | $4,127 | $9,690-57.4% | $7,900-47.8% | $13,398-69.2% |