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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 | $117,708 | $105,158+11.9% | $94,672+24.3% | $139,487-15.6% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 14.52% | 38.11%-23.6pp | 156.89%-142.4pp | 373.84%-359.3pp |
| Employer contribution / active EE | $2,534 | $4,107-38.3% | $3,673-31.0% | $4,755-46.7% |
| Participant deferral / active EE | $8,245 | $7,599+8.5% | $7,417+11.2% | $6,713+22.8% |
| Admin fee / account holder | $22,460 | $8,972+150.3% | $7,222+211.0% | $11,407+96.9% |