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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 | $85,207 | $102,595-16.9% | $94,057-9.4% | $154,746-44.9% |
| Participation rate | 92.3% | 76.0%+16.3pp | 73.3%+19.0pp | 80.7%+11.6pp |
| Annual return | 11.54% | 583.42%-571.9pp | 480.62%-469.1pp | 172.34%-160.8pp |
| Employer contribution / active EE | $5,547 | $3,147+76.3% | $2,933+89.1% | $4,379+26.7% |
| Participant deferral / active EE | $3,667 | $5,118-28.4% | $4,709-22.1% | $6,730-45.5% |
| Admin fee / account holder | $3,607 | $7,736-53.4% | $7,244-50.2% | $14,365-74.9% |