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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 | $86,588 | $160,070-45.9% | $147,117-41.1% | $145,897-40.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.18% | 98.69%-84.5pp | 420.54%-406.4pp | 552.29%-538.1pp |
| Employer contribution / active EE | $9,386 | $5,285+77.6% | $4,932+90.3% | $4,663+101.3% |
| Participant deferral / active EE | $10,458 | $8,419+24.2% | $8,065+29.7% | $6,689+56.3% |
| Admin fee / account holder | $1,416 | $15,035-90.6% | $12,993-89.1% | $13,390-89.4% |