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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 | $142,119 | $90,606+56.9% | $79,466+78.8% | $135,379+5.0% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | 7.96% | 977.69%-969.7pp | 718.28%-710.3pp | 519.79%-511.8pp |
| Employer contribution / active EE | $3,915 | $3,068+27.6% | $2,800+39.8% | $4,779-18.1% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,684 | $5,895-71.4% | $5,104-67.0% | $10,828-84.5% |