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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 | $80,089 | $70,121+14.2% | $63,803+25.5% | $138,895-42.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 15.15% | 946.48%-931.3pp | 543.72%-528.6pp | 145.39%-130.2pp |
| Employer contribution / active EE | $5,525 | $2,882+91.7% | $2,532+118.2% | $4,194+31.7% |
| Participant deferral / active EE | $6,599 | $4,535+45.5% | $3,843+71.7% | $6,396+3.2% |
| Admin fee / account holder | $867 | $6,738-87.1% | $5,196-83.3% | $12,562-93.1% |