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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 | $90,804 | $115,796-21.6% | $101,264-10.3% | $158,950-42.9% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 20.40% | 56.15%-35.8pp | 46.48%-26.1pp | 302.91%-282.5pp |
| Employer contribution / active EE | $2,533 | $4,175-39.3% | $3,660-30.8% | $4,762-46.8% |
| Participant deferral / active EE | $11,179 | $4,958+125.5% | $4,370+155.8% | $5,983+86.9% |
| Admin fee / account holder | $512 | $7,247-92.9% | $5,947-91.4% | $11,248-95.5% |