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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 | $124,239 | $102,422+21.3% | $147,117-15.6% | $80,959+53.5% |
| Participation rate | 78.6% | 75.9%+2.7pp | 82.2%-3.6pp | 67.7%+10.9pp |
| Annual return | 14.47% | 135.16%-120.7pp | 420.54%-406.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $5,756 | $3,717+54.8% | $4,932+16.7% | $2,757+108.8% |
| Participant deferral / active EE | $9,113 | $6,652+37.0% | $8,065+13.0% | $4,300+111.9% |
| Admin fee / account holder | $904 | $7,953-88.6% | $12,993-93.0% | $6,925-86.9% |