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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 | $103,812 | $209,336-50.4% | $197,124-47.3% | $137,256-24.4% |
| Participation rate | 70.0% | 87.3%-17.3pp | 86.7%-16.7pp | 80.0%-10.0pp |
| Annual return | 129.49% | 48.09%+81.4pp | 44.34%+85.1pp | 220.34%-90.8pp |
| Employer contribution / active EE | $2,512 | $6,591-61.9% | $6,227-59.7% | $4,156-39.5% |
| Participant deferral / active EE | $5,462 | $9,614-43.2% | $9,135-40.2% | $6,407-14.8% |
| Admin fee / account holder | $720 | $17,308-95.8% | $16,298-95.6% | $12,270-94.1% |