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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 | $118,018 | $84,708+39.3% | $75,714+55.9% | $167,536-29.6% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.8%+2.9pp | 82.1%-4.3pp |
| Annual return | 11.56% | 199.62%-188.1pp | 104.62%-93.1pp | 478.82%-467.3pp |
| Employer contribution / active EE | $5,355 | $3,231+65.7% | $2,744+95.2% | $4,839+10.7% |
| Participant deferral / active EE | $10,356 | $4,577+126.2% | $3,820+171.1% | $6,342+63.3% |
| Admin fee / account holder | $3,227 | $5,358-39.8% | $3,619-10.8% | $12,315-73.8% |