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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 | $142,019 | $103,008+37.9% | $90,304+57.3% | $152,897-7.1% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.5%+6.4pp |
| Annual return | 22.15% | 95.22%-73.1pp | 78.13%-56.0pp | 345.43%-323.3pp |
| Employer contribution / active EE | $4,296 | $3,139+36.8% | $2,855+50.5% | $4,764-9.8% |
| Participant deferral / active EE | $8,394 | $4,281+96.1% | $3,885+116.1% | $5,851+43.5% |
| Admin fee / account holder | $2,024 | $6,175-67.2% | $5,354-62.2% | $11,599-82.6% |