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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 | $249,063 | $154,193+61.5% | $130,045+91.5% | $139,466+78.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 20.45% | 32.51%-12.1pp | -137.30%+157.8pp | 373.66%-353.2pp |
| Employer contribution / active EE | $9,742 | $5,292+84.1% | $4,321+125.4% | $4,754+104.9% |
| Participant deferral / active EE | $16,523 | $6,709+146.3% | $5,820+183.9% | $6,712+146.2% |
| Admin fee / account holder | $2,748 | $13,989-80.4% | $10,600-74.1% | $11,409-75.9% |