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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 | $102,994 | $70,121+46.9% | $63,803+61.4% | $138,895-25.8% |
| Participation rate | 77.8% | 77.2%+0.6pp | 72.7%+5.1pp | 79.9%-2.1pp |
| Annual return | 14.25% | 946.48%-932.2pp | 543.72%-529.5pp | 145.39%-131.1pp |
| Employer contribution / active EE | $1,873 | $2,882-35.0% | $2,532-26.0% | $4,194-55.3% |
| Participant deferral / active EE | $6,769 | $4,535+49.3% | $3,843+76.1% | $6,396+5.8% |
| Admin fee / account holder | $3,109 | $6,738-53.9% | $5,196-40.2% | $12,562-75.3% |