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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 | $56,601 | $100,139-43.5% | $85,187-33.6% | $145,884-61.2% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 15.99% | 84.15%-68.2pp | 66.67%-50.7pp | 551.85%-535.9pp |
| Employer contribution / active EE | $6,760 | $3,238+108.8% | $2,732+147.4% | $4,662+45.0% |
| Participant deferral / active EE | $13,912 | $5,296+162.7% | $4,525+207.5% | $6,690+108.0% |
| Admin fee / account holder | $361 | $7,262-95.0% | $6,162-94.1% | $13,392-97.3% |