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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 | $136,764 | $157,296-13.1% | $141,191-3.1% | $152,897-10.6% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.6pp | 82.5%-5.5pp |
| Annual return | 124.34% | 64.34%+60.0pp | 71.41%+52.9pp | 345.43%-221.1pp |
| Employer contribution / active EE | $4,842 | $5,262-8.0% | $4,736+2.2% | $4,764+1.6% |
| Participant deferral / active EE | $13,070 | $7,111+83.8% | $6,710+94.8% | $5,851+123.4% |
| Admin fee / account holder | $1,522 | $12,125-87.4% | $10,264-85.2% | $11,599-86.9% |