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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 | $194,421 | $226,135-14.0% | $182,558+6.5% | $152,909+27.1% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.0%+15.4pp | 82.5%+10.9pp |
| Annual return | 27.68% | 192.60%-164.9pp | 148.59%-120.9pp | 345.46%-317.8pp |
| Employer contribution / active EE | $5,812 | $4,979+16.7% | $4,076+42.6% | $4,764+22.0% |
| Participant deferral / active EE | $11,978 | $6,371+88.0% | $5,526+116.8% | $5,851+104.7% |
| Admin fee / account holder | $1,825 | $10,707-83.0% | $8,594-78.8% | $11,601-84.3% |