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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 | $63,135 | $102,595-38.5% | $94,057-32.9% | $154,746-59.2% |
| Participation rate | 84.6% | 76.0%+8.6pp | 73.3%+11.3pp | 80.7%+3.9pp |
| Annual return | 16.32% | 583.42%-567.1pp | 480.62%-464.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $7,231 | $3,147+129.7% | $2,933+146.5% | $4,379+65.1% |
| Participant deferral / active EE | $10,325 | $5,118+101.7% | $4,709+119.2% | $6,730+53.4% |
| Admin fee / account holder | $5,498 | $7,736-28.9% | $7,244-24.1% | $14,365-61.7% |