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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 | $120,257 | $172,111-30.1% | $150,298-20.0% | $137,256-12.4% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 14.55% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $12,400 | $4,636+167.5% | $4,154+198.5% | $4,156+198.4% |
| Participant deferral / active EE | $9,601 | $6,166+55.7% | $5,453+76.1% | $6,407+49.9% |
| Admin fee / account holder | $17,500 | $16,471+6.2% | $14,116+24.0% | $12,270+42.6% |