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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 | $120,555 | $111,787+7.8% | $93,681+28.7% | $145,978-17.4% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 12.54% | 203.52%-191.0pp | 133.47%-120.9pp | 550.52%-538.0pp |
| Employer contribution / active EE | $6,452 | $3,093+108.6% | $2,422+166.4% | $4,662+38.4% |
| Participant deferral / active EE | $6,434 | $4,918+30.8% | $4,415+45.7% | $6,690-3.8% |
| Admin fee / account holder | $1,266 | $10,256-87.7% | $8,290-84.7% | $13,400-90.6% |