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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 | $102,422+21.3% | $147,117-15.6% | $80,959+53.4% |
| Participation rate | 70.6% | 75.9%-5.3pp | 82.2%-11.6pp | 67.7%+2.9pp |
| Annual return | 23.90% | 135.16%-111.3pp | 420.54%-396.6pp | 35.67%-11.8pp |
| Employer contribution / active EE | $4,030 | $3,717+8.4% | $4,932-18.3% | $2,757+46.2% |
| Participant deferral / active EE | $9,944 | $6,652+49.5% | $8,065+23.3% | $4,300+131.2% |
| Admin fee / account holder | $743 | $7,953-90.7% | $12,993-94.3% | $6,925-89.3% |