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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 | $62,754 | $110,039-43.0% | $97,260-35.5% | $145,884-57.0% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 9.07% | 244.44%-235.4pp | 75.54%-66.5pp | 551.85%-542.8pp |
| Employer contribution / active EE | $5,200 | $3,074+69.1% | $2,721+91.1% | $4,662+11.5% |
| Participant deferral / active EE | $12,541 | $4,674+168.3% | $4,262+194.3% | $6,690+87.5% |
| Admin fee / account holder | $7,792 | $6,204+25.6% | $5,640+38.2% | $13,392-41.8% |