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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 | $99,921-43.4% | $85,009-33.4% | $145,959-61.2% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 15.99% | 83.89%-67.9pp | 66.47%-50.5pp | 561.95%-546.0pp |
| Employer contribution / active EE | $6,760 | $3,233+109.1% | $2,728+147.8% | $4,661+45.0% |
| Participant deferral / active EE | $13,912 | $5,293+162.8% | $4,522+207.7% | $6,689+108.0% |
| Admin fee / account holder | $361 | $7,252-95.0% | $6,153-94.1% | $13,398-97.3% |