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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 | $111,505 | $65,027+71.5% | $90,970+22.6% | $79,852+39.6% |
| Participation rate | 75.0% | 61.6%+13.4pp | 69.0%+6.0pp | 69.6%+5.4pp |
| Annual return | 83.42% | 30.45%+53.0pp | 134.58%-51.2pp | 31.72%+51.7pp |
| Employer contribution / active EE | $5,022 | $1,247+302.6% | $2,122+136.6% | $2,471+103.2% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $673 | $4,535-85.2% | $5,960-88.7% | $5,306-87.3% |