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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 | $102,382+56.6% | $147,005+9.1% | $80,874+98.3% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 17.04% | 134.89%-117.8pp | 418.76%-401.7pp | 35.62%-18.6pp |
| Employer contribution / active EE | $4,301 | $3,715+15.8% | $4,934-12.8% | $2,756+56.1% |
| Participant deferral / active EE | $10,316 | $6,646+55.2% | $8,070+27.8% | $4,297+140.1% |
| Admin fee / account holder | $2,268 | $7,942-71.4% | $13,006-82.6% | $6,935-67.3% |