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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 | $133,690 | $125,237+6.7% | $105,608+26.6% | $145,877-8.4% |
| Participation rate | 71.4% | 77.7%-6.2pp | 75.3%-3.9pp | 80.3%-8.9pp |
| Annual return | 11.57% | 225.76%-214.2pp | 116.50%-104.9pp | 551.28%-539.7pp |
| Employer contribution / active EE | $6,445 | $3,720+73.2% | $3,167+103.5% | $4,663+38.2% |
| Participant deferral / active EE | $3,842 | $5,711-32.7% | $5,010-23.3% | $6,691-42.6% |
| Admin fee / account holder | $80,348 | $17,287+364.8% | $11,028+628.6% | $13,402+499.5% |