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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 | $102,393+21.3% | $147,041-15.5% | $80,911+53.6% |
| Participation rate | 78.6% | 75.9%+2.7pp | 82.2%-3.6pp | 67.6%+10.9pp |
| Annual return | 14.47% | 134.95%-120.5pp | 419.21%-404.7pp | 35.63%-21.2pp |
| Employer contribution / active EE | $5,756 | $3,715+54.9% | $4,935+16.6% | $2,756+108.9% |
| Participant deferral / active EE | $9,113 | $6,647+37.1% | $8,071+12.9% | $4,297+112.1% |
| Admin fee / account holder | $904 | $7,943-88.6% | $13,006-93.0% | $6,935-87.0% |