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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 | $115,490 | $202,342-42.9% | $172,753-33.1% | $152,909-24.5% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 21.95% | 1029.88%-1007.9pp | 803.00%-781.1pp | 345.46%-323.5pp |
| Employer contribution / active EE | $2,023 | $5,857-65.5% | $5,144-60.7% | $4,764-57.5% |
| Participant deferral / active EE | $4,520 | $5,948-24.0% | $5,198-13.0% | $5,851-22.8% |
| Admin fee / account holder | $16,098 | $17,112-5.9% | $13,956+15.4% | $11,601+38.8% |