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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 | $184,736 | $102,385+80.4% | $147,080+25.6% | $80,935+128.3% |
| Participation rate | 94.3% | 75.9%+18.4pp | 82.2%+12.1pp | 67.7%+26.6pp |
| Annual return | 25.66% | 135.09%-109.4pp | 420.17%-394.5pp | 35.66%-10.0pp |
| Employer contribution / active EE | $2,713 | $3,717-27.0% | $4,933-45.0% | $2,757-1.6% |
| Participant deferral / active EE | $6,617 | $6,651-0.5% | $8,066-18.0% | $4,299+53.9% |
| Admin fee / account holder | $6,826 | $7,951-14.2% | $12,989-47.4% | $6,924-1.4% |