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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 | $116,433 | $88,815+31.1% | $81,882+42.2% | $145,897-20.2% |
| Participation rate | 85.0% | 75.1%+9.9pp | 72.4%+12.6pp | 80.3%+4.7pp |
| Annual return | 11.78% | 1033.75%-1022.0pp | 779.47%-767.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,073 | $3,086-32.8% | $2,916-28.9% | $4,663-55.5% |
| Participant deferral / active EE | $12,896 | $4,647+177.5% | $4,323+198.3% | $6,689+92.8% |
| Admin fee / account holder | $6,004 | $8,434-28.8% | $7,360-18.4% | $13,390-55.2% |