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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 | $126,869 | $132,099-4.0% | $115,599+9.7% | $138,895-8.7% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.3%+13.2pp | 79.9%+7.6pp |
| Annual return | 15.86% | 176.76%-160.9pp | 111.10%-95.2pp | 145.39%-129.5pp |
| Employer contribution / active EE | $7,013 | $3,416+105.3% | $2,955+137.3% | $4,194+67.2% |
| Participant deferral / active EE | $4,111 | $5,617-26.8% | $4,889-15.9% | $6,396-35.7% |
| Admin fee / account holder | $445 | $15,650-97.2% | $12,841-96.5% | $12,562-96.5% |