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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 | $151,757 | $109,411+38.7% | $89,435+69.7% | $158,982-4.5% |
| Participation rate | 94.1% | 74.3%+19.8pp | 68.0%+26.1pp | 82.0%+12.2pp |
| Annual return | 24.69% | 345.68%-321.0pp | 245.55%-220.9pp | 302.99%-278.3pp |
| Employer contribution / active EE | $5,254 | $3,173+65.6% | $2,587+103.1% | $4,763+10.3% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,704 | $6,159-72.3% | $4,884-65.1% | $11,252-84.9% |