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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 | $120,037 | $106,918+12.3% | $84,021+42.9% | $152,897-21.5% |
| Participation rate | 94.7% | 75.2%+19.5pp | 69.0%+25.7pp | 82.5%+12.3pp |
| Annual return | 32.21% | 105.01%-72.8pp | 71.32%-39.1pp | 345.43%-313.2pp |
| Employer contribution / active EE | $5,368 | $2,735+96.3% | $1,984+170.6% | $4,764+12.7% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $667 | $8,288-92.0% | $6,102-89.1% | $11,599-94.3% |