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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 | $88,828 | $198,457-55.2% | $170,435-47.9% | $147,586-39.8% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 14.20% | 257.30%-243.1pp | 205.94%-191.7pp | 578.59%-564.4pp |
| Employer contribution / active EE | $19,366 | $6,183+213.2% | $5,432+256.5% | $4,876+297.1% |
| Participant deferral / active EE | $9,000 | $5,629+59.9% | $4,939+82.2% | $5,439+65.5% |
| Admin fee / account holder | $834 | $16,852-95.1% | $13,881-94.0% | $10,886-92.3% |