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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 | $237,246 | $171,492+38.3% | $150,734+57.4% | $198,609+19.5% |
| Participation rate | 87.5% | 81.4%+6.1pp | 78.4%+9.1pp | 82.4%+5.1pp |
| Annual return | 17.37% | 804.70%-787.3pp | 600.81%-583.4pp | 202.70%-185.3pp |
| Employer contribution / active EE | $7,297 | $5,470+33.4% | $4,918+48.4% | $5,055+44.3% |
| Participant deferral / active EE | $5,152 | $6,259-17.7% | $5,610-8.2% | $6,977-26.2% |
| Admin fee / account holder | $16,661 | $17,628-5.5% | $14,905+11.8% | $19,030-12.5% |