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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 | $146,134 | $84,741+72.4% | $75,731+93.0% | $167,553-12.8% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.8%+16.8pp | 82.1%+9.6pp |
| Annual return | 15.02% | 199.72%-184.7pp | 104.65%-89.6pp | 478.89%-463.9pp |
| Employer contribution / active EE | $9,270 | $3,230+187.0% | $2,743+238.0% | $4,840+91.5% |
| Participant deferral / active EE | $7,665 | $4,577+67.5% | $3,820+100.6% | $6,343+20.8% |
| Admin fee / account holder | $3,179 | $5,361-40.7% | $3,620-12.2% | $12,316-74.2% |