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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 | $94,734 | $68,394+38.5% | $94,672+0.1% | $75,177+26.0% |
| Participation rate | 96.0% | 76.1%+19.9pp | 80.8%+15.2pp | 67.2%+28.8pp |
| Annual return | 17.61% | 616.92%-599.3pp | 156.89%-139.3pp | 160.75%-143.1pp |
| Employer contribution / active EE | $3,871 | $2,701+43.3% | $3,673+5.4% | $2,671+44.9% |
| Participant deferral / active EE | $5,771 | $6,536-11.7% | $7,417-22.2% | $4,126+39.9% |
| Admin fee / account holder | $1,235 | $5,326-76.8% | $7,222-82.9% | $5,651-78.1% |