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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 | $109,595 | $52,353+109.3% | $120,225-8.8% | $82,448+32.9% |
| Participation rate | 80.0% | 58.3%+21.7pp | 69.6%+10.4pp | 68.1%+11.9pp |
| Annual return | 15.42% | 61.85%-46.4pp | 439.23%-423.8pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,437 | $1,510+61.4% | $3,475-29.9% | $2,551-4.5% |
| Participant deferral / active EE | $5,644 | $2,627+114.9% | $3,999+41.1% | $4,139+36.4% |
| Admin fee / account holder | $353 | $4,363-91.9% | $5,696-93.8% | $7,234-95.1% |