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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 | $119,465 | $184,000-35.1% | $162,185-26.3% | $152,909-21.9% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.5%+3.3pp |
| Annual return | 20.55% | 150.80%-130.2pp | 115.61%-95.1pp | 345.46%-324.9pp |
| Employer contribution / active EE | $2,300 | $6,370-63.9% | $5,613-59.0% | $4,764-51.7% |
| Participant deferral / active EE | $10,119 | $8,033+26.0% | $7,297+38.7% | $5,851+72.9% |
| Admin fee / account holder | $1,657 | $13,124-87.4% | $10,844-84.7% | $11,601-85.7% |