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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 | $130,868 | $124,346+5.2% | $111,308+17.6% | $167,536-21.9% |
| Participation rate | 95.8% | 79.6%+16.2pp | 77.3%+18.5pp | 82.1%+13.7pp |
| Annual return | 10.80% | 37.45%-26.7pp | 54.67%-43.9pp | 478.82%-468.0pp |
| Employer contribution / active EE | $6,459 | $3,437+87.9% | $2,732+136.4% | $4,839+33.5% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $12,763 | $10,621+20.2% | $7,965+60.2% | $12,315+3.6% |