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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 | $128,713 | $175,231-26.5% | $149,696-14.0% | $139,466-7.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 45.10% | 166.77%-121.7pp | 134.46%-89.4pp | 373.66%-328.6pp |
| Employer contribution / active EE | $5,714 | $5,478+4.3% | $4,821+18.5% | $4,754+20.2% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $11,675 | $16,155-27.7% | $13,212-11.6% | $11,409+2.3% |