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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 | $160,343 | $102,422+56.6% | $147,117+9.0% | $80,959+98.1% |
| Participation rate | 96.7% | 75.9%+20.8pp | 82.2%+14.5pp | 67.7%+29.1pp |
| Annual return | 17.04% | 135.16%-118.1pp | 420.54%-403.5pp | 35.67%-18.6pp |
| Employer contribution / active EE | $4,301 | $3,717+15.7% | $4,932-12.8% | $2,757+56.0% |
| Participant deferral / active EE | $10,316 | $6,652+55.1% | $8,065+27.9% | $4,300+139.9% |
| Admin fee / account holder | $2,268 | $7,953-71.5% | $12,993-82.5% | $6,925-67.2% |