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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 | $113,194 | $72,426+56.3% | $67,560+67.5% | $145,897-22.4% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 12.00% | 7226.78%-7214.8pp | 3533.50%-3521.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $2,487 | $3,074-19.1% | $2,737-9.1% | $4,663-46.7% |
| Participant deferral / active EE | $9,043 | $4,785+89.0% | $4,004+125.8% | $6,689+35.2% |
| Admin fee / account holder | $2,266 | $5,514-58.9% | $3,994-43.3% | $13,390-83.1% |