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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 | $102,429+21.3% | $147,096-15.6% | $80,925+53.5% |
| Participation rate | 70.6% | 75.9%-5.3pp | 82.2%-11.6pp | 67.7%+2.9pp |
| Annual return | 23.90% | 135.02%-111.1pp | 419.75%-395.8pp | 35.65%-11.7pp |
| Employer contribution / active EE | $4,030 | $3,716+8.5% | $4,936-18.4% | $2,756+46.2% |
| Participant deferral / active EE | $9,944 | $6,649+49.6% | $8,071+23.2% | $4,299+131.3% |
| Admin fee / account holder | $743 | $7,957-90.7% | $13,005-94.3% | $6,940-89.3% |