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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 | $187,264 | $102,385+82.9% | $147,080+27.3% | $80,935+131.4% |
| Participation rate | 79.3% | 75.9%+3.4pp | 82.2%-2.9pp | 67.7%+11.6pp |
| Annual return | 12.41% | 135.09%-122.7pp | 420.17%-407.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $4,138 | $3,717+11.3% | $4,933-16.1% | $2,757+50.1% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,741 | $7,951-65.5% | $12,989-78.9% | $6,924-60.4% |