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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 | $102,429+21.3% | $147,096-15.5% | $80,925+53.5% |
| Participation rate | 78.6% | 75.9%+2.7pp | 82.2%-3.6pp | 67.7%+10.9pp |
| Annual return | 14.47% | 135.02%-120.5pp | 419.75%-405.3pp | 35.65%-21.2pp |
| Employer contribution / active EE | $5,756 | $3,716+54.9% | $4,936+16.6% | $2,756+108.8% |
| Participant deferral / active EE | $9,113 | $6,649+37.1% | $8,071+12.9% | $4,299+112.0% |
| Admin fee / account holder | $904 | $7,957-88.6% | $13,005-93.0% | $6,940-87.0% |