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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 | $118,472 | $77,157+53.5% | $108,405+9.3% | $85,847+38.0% |
| Participation rate | 77.8% | 74.7%+3.1pp | 80.1%-2.4pp | 69.3%+8.5pp |
| Annual return | 15.09% | 44.55%-29.5pp | 905.55%-890.5pp | 318.61%-303.5pp |
| Employer contribution / active EE | $1,570 | $2,379-34.0% | $3,559-55.9% | $2,565-38.8% |
| Participant deferral / active EE | $6,188 | $5,567+11.2% | $6,563-5.7% | $3,952+56.6% |
| Admin fee / account holder | $8,441 | $5,174+63.2% | $7,297+15.7% | $6,261+34.8% |