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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 | $82,502 | $160,028-48.4% | $147,080-43.9% | $145,884-43.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.28% | 98.60%-87.3pp | 420.17%-408.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $7,816 | $5,286+47.9% | $4,933+58.4% | $4,662+67.6% |
| Participant deferral / active EE | $10,517 | $8,422+24.9% | $8,066+30.4% | $6,690+57.2% |
| Admin fee / account holder | $411 | $15,030-97.3% | $12,989-96.8% | $13,392-96.9% |