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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 | $116,687 | $72,071+61.9% | $68,368+70.7% | $137,256-15.0% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 13.92% | 353.14%-339.2pp | 292.57%-278.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,355 | $2,788-51.4% | $2,649-48.9% | $4,156-67.4% |
| Participant deferral / active EE | $5,940 | $4,410+34.7% | $4,123+44.1% | $6,407-7.3% |
| Admin fee / account holder | $7,588 | $5,336+42.2% | $5,150+47.4% | $12,270-38.2% |