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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 | $133,474 | $111,830+19.4% | $93,696+42.5% | $145,884-8.5% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 20.42% | 204.08%-183.7pp | 133.74%-113.3pp | 551.85%-531.4pp |
| Employer contribution / active EE | $5,315 | $3,093+71.8% | $2,422+119.5% | $4,662+14.0% |
| Participant deferral / active EE | $9,237 | $4,920+87.7% | $4,417+109.1% | $6,690+38.1% |
| Admin fee / account holder | $3,117 | $10,249-69.6% | $8,287-62.4% | $13,392-76.7% |