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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 | $209,522 | $175,259+19.5% | $149,723+39.9% | $139,487+50.2% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 17.80% | 166.82%-149.0pp | 134.50%-116.7pp | 373.84%-356.0pp |
| Employer contribution / active EE | $6,316 | $5,478+15.3% | $4,821+31.0% | $4,755+32.8% |
| Participant deferral / active EE | $3,297 | $6,522-49.4% | $5,682-42.0% | $6,713-50.9% |
| Admin fee / account holder | $7,322 | $16,158-54.7% | $13,215-44.6% | $11,407-35.8% |