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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 | $164,604 | $103,008+59.8% | $90,304+82.3% | $152,897+7.7% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 18.33% | 95.22%-76.9pp | 78.13%-59.8pp | 345.43%-327.1pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,079 | $4,281+65.4% | $3,885+82.2% | $5,851+21.0% |
| Admin fee / account holder | $4,340 | $6,175-29.7% | $5,354-18.9% | $11,599-62.6% |