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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 | $115,180 | $157,304-26.8% | $141,197-18.4% | $152,909-24.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 23.82% | 64.34%-40.5pp | 71.41%-47.6pp | 345.46%-321.6pp |
| Employer contribution / active EE | $12,864 | $5,263+144.4% | $4,736+171.6% | $4,764+170.0% |
| Participant deferral / active EE | $6,516 | $7,111-8.4% | $6,710-2.9% | $5,851+11.4% |
| Admin fee / account holder | $4,112 | $12,126-66.1% | $10,265-59.9% | $11,601-64.5% |