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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 | $203,781 | $103,000+97.8% | $90,300+125.7% | $152,885+33.3% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 13.22% | 95.19%-82.0pp | 78.11%-64.9pp | 345.39%-332.2pp |
| Employer contribution / active EE | $3,830 | $3,138+22.0% | $2,854+34.2% | $4,763-19.6% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,696 | $6,173-40.1% | $5,353-31.0% | $11,598-68.1% |