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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 | $188,940 | $102,595+84.2% | $94,057+100.9% | $154,746+22.1% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 80.7%+1.1pp |
| Annual return | 15.45% | 583.42%-568.0pp | 480.62%-465.2pp | 172.34%-156.9pp |
| Employer contribution / active EE | $7,343 | $3,147+133.3% | $2,933+150.3% | $4,379+67.7% |
| Participant deferral / active EE | $15,059 | $5,118+194.2% | $4,709+219.8% | $6,730+123.8% |
| Admin fee / account holder | $2,479 | $7,736-68.0% | $7,244-65.8% | $14,365-82.7% |