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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 | $201,634 | $103,008+95.7% | $90,304+123.3% | $152,897+31.9% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 17.04% | 95.22%-78.2pp | 78.13%-61.1pp | 345.43%-328.4pp |
| Employer contribution / active EE | $8,966 | $3,139+185.6% | $2,855+214.1% | $4,764+88.2% |
| Participant deferral / active EE | $9,830 | $4,281+129.6% | $3,885+153.0% | $5,851+68.0% |
| Admin fee / account holder | $5,183 | $6,175-16.1% | $5,354-3.2% | $11,599-55.3% |