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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 | $110,424 | $112,131-1.5% | $95,964+15.1% | $158,982-30.5% |
| Participation rate | 71.4% | 79.0%-7.6pp | 77.1%-5.7pp | 82.0%-10.5pp |
| Annual return | 12.27% | 171.19%-158.9pp | 91.64%-79.4pp | 302.99%-290.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,597 | $4,784+79.7% | $4,167+106.3% | $5,983+43.7% |
| Admin fee / account holder | $309 | $10,136-97.0% | $6,797-95.5% | $11,252-97.3% |