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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 | $209,709 | $112,121+87.0% | $95,960+118.5% | $158,966+31.9% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 8.81% | 171.16%-162.3pp | 91.63%-82.8pp | 302.95%-294.1pp |
| Employer contribution / active EE | $1,737 | $3,199-45.7% | $2,541-31.7% | $4,762-63.5% |
| Participant deferral / active EE | $3,574 | $4,784-25.3% | $4,167-14.2% | $5,983-40.3% |
| Admin fee / account holder | $9,767 | $10,135-3.6% | $6,797+43.7% | $11,250-13.2% |