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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 | $22,301 | $114,119-80.5% | $107,187-79.2% | $138,895-83.9% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.8pp | 79.9%-2.1pp |
| Annual return | 55.50% | 273.21%-217.7pp | 204.55%-149.0pp | 145.39%-89.9pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,614 | $5,538+37.5% | $5,096+49.4% | $6,396+19.0% |
| Admin fee / account holder | $9,501 | $10,024-5.2% | $9,162+3.7% | $12,562-24.4% |