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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 | $240,048 | $150,412+59.6% | $120,574+99.1% | $145,884+64.5% |
| Participation rate | 85.7% | 78.8%+6.9pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 9.78% | 154.50%-144.7pp | 107.42%-97.6pp | 551.85%-542.1pp |
| Employer contribution / active EE | $2,857 | $4,355-34.4% | $3,471-17.7% | $4,662-38.7% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,779 | $12,224-69.1% | $9,445-60.0% | $13,392-71.8% |