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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 | $173,581 | $76,368+127.3% | $67,681+156.5% | $154,746+12.2% |
| Participation rate | 75.0% | 79.0%-4.0pp | 73.7%+1.3pp | 80.7%-5.7pp |
| Annual return | 11.80% | 1066.77%-1055.0pp | 590.58%-578.8pp | 172.34%-160.5pp |
| Employer contribution / active EE | $5,177 | $3,151+64.3% | $2,678+93.3% | $4,379+18.2% |
| Participant deferral / active EE | $12,539 | $4,824+159.9% | $3,976+215.4% | $6,730+86.3% |
| Admin fee / account holder | $7,428 | $8,559-13.2% | $6,100+21.8% | $14,365-48.3% |