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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 | $155,115 | $102,422+51.4% | $147,117+5.4% | $80,959+91.6% |
| Participation rate | 75.0% | 75.9%-0.9pp | 82.2%-7.2pp | 67.7%+7.3pp |
| Annual return | 15.94% | 135.16%-119.2pp | 420.54%-404.6pp | 35.67%-19.7pp |
| Employer contribution / active EE | $4,200 | $3,717+13.0% | $4,932-14.8% | $2,757+52.3% |
| Participant deferral / active EE | $9,682 | $6,652+45.5% | $8,065+20.1% | $4,300+125.1% |
| Admin fee / account holder | $2,433 | $7,953-69.4% | $12,993-81.3% | $6,925-64.9% |