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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 | $100,358 | $115,810-13.3% | $101,271-0.9% | $158,966-36.9% |
| Participation rate | 95.2% | 79.4%+15.9pp | 75.8%+19.4pp | 82.0%+13.3pp |
| Annual return | 16.13% | 56.15%-40.0pp | 46.48%-30.3pp | 302.95%-286.8pp |
| Employer contribution / active EE | $18,772 | $4,175+349.6% | $3,660+412.9% | $4,762+294.2% |
| Participant deferral / active EE | $1,448 | $4,958-70.8% | $4,371-66.9% | $5,983-75.8% |
| Admin fee / account holder | $18,806 | $7,248+159.5% | $5,948+216.2% | $11,250+67.2% |