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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 | $102,393+82.9% | $147,041+27.4% | $80,911+131.4% |
| Participation rate | 79.3% | 75.9%+3.5pp | 82.2%-2.9pp | 67.6%+11.7pp |
| Annual return | 12.41% | 134.95%-122.5pp | 419.21%-406.8pp | 35.63%-23.2pp |
| Employer contribution / active EE | $4,138 | $3,715+11.4% | $4,935-16.2% | $2,756+50.2% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,741 | $7,943-65.5% | $13,006-78.9% | $6,935-60.5% |