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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 | $166,391 | $111,785+48.8% | $93,669+77.6% | $145,877+14.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 14.71% | 203.79%-189.1pp | 133.59%-118.9pp | 551.28%-536.6pp |
| Employer contribution / active EE | $3,941 | $3,096+27.3% | $2,424+62.6% | $4,663-15.5% |
| Participant deferral / active EE | $11,733 | $4,919+138.5% | $4,416+165.7% | $6,691+75.4% |
| Admin fee / account holder | $3,677 | $10,256-64.1% | $8,291-55.7% | $13,402-72.6% |