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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 | $142,764 | $99,079+44.1% | $78,002+83.0% | $273,972-47.9% |
| Participation rate | 94.7% | 78.6%+16.2pp | 75.5%+19.2pp | 83.0%+11.7pp |
| Annual return | 12.24% | 217.93%-205.7pp | 425.99%-413.7pp | 41.46%-29.2pp |
| Employer contribution / active EE | $10,740 | $3,308+224.7% | $2,470+334.8% | $4,869+120.6% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,830 | $8,954-68.4% | $5,481-48.4% | $10,133-72.1% |