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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 | $127,749 | $102,422+24.7% | $147,117-13.2% | $80,959+57.8% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 14.22% | 135.16%-120.9pp | 420.54%-406.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $12,582 | $3,717+238.4% | $4,932+155.1% | $2,757+356.3% |
| Participant deferral / active EE | $3,692 | $6,652-44.5% | $8,065-54.2% | $4,300-14.1% |
| Admin fee / account holder | $3,425 | $7,953-56.9% | $12,993-73.6% | $6,925-50.5% |