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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 | $114,906 | $157,296-26.9% | $141,191-18.6% | $152,897-24.8% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.5%+11.3pp |
| Annual return | 24.32% | 64.34%-40.0pp | 71.41%-47.1pp | 345.43%-321.1pp |
| Employer contribution / active EE | $7,375 | $5,262+40.1% | $4,736+55.7% | $4,764+54.8% |
| Participant deferral / active EE | $4,291 | $7,111-39.7% | $6,710-36.1% | $5,851-26.7% |
| Admin fee / account holder | $8,444 | $12,125-30.4% | $10,264-17.7% | $11,599-27.2% |