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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 | $97,319 | $107,941-9.8% | $91,994+5.8% | $152,897-36.4% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.5%+3.3pp |
| Annual return | 25.19% | 89.28%-64.1pp | 69.04%-43.8pp | 345.43%-320.2pp |
| Employer contribution / active EE | $4,884 | $4,212+16.0% | $3,453+41.5% | $4,764+2.5% |
| Participant deferral / active EE | $14,010 | $6,366+120.1% | $5,924+136.5% | $5,851+139.4% |
| Admin fee / account holder | $4,095 | $10,521-61.1% | $7,744-47.1% | $11,599-64.7% |