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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 | $124,207 | $102,382+21.3% | $147,005-15.5% | $80,874+53.6% |
| Participation rate | 70.6% | 75.8%-5.3pp | 82.2%-11.6pp | 67.6%+2.9pp |
| Annual return | 23.90% | 134.89%-111.0pp | 418.76%-394.9pp | 35.62%-11.7pp |
| Employer contribution / active EE | $4,030 | $3,715+8.5% | $4,934-18.3% | $2,756+46.2% |
| Participant deferral / active EE | $9,944 | $6,646+49.6% | $8,070+23.2% | $4,297+131.4% |
| Admin fee / account holder | $743 | $7,942-90.6% | $13,006-94.3% | $6,935-89.3% |