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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 | $70,366+168.5% | $66,674+183.4% | $138,895+36.0% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.7%+8.1pp | 79.9%+1.9pp |
| Annual return | 15.45% | 386.41%-371.0pp | 321.24%-305.8pp | 145.39%-129.9pp |
| Employer contribution / active EE | $7,343 | $2,765+165.6% | $2,620+180.3% | $4,194+75.1% |
| Participant deferral / active EE | $15,059 | $4,374+244.3% | $4,084+268.7% | $6,396+135.4% |
| Admin fee / account holder | $2,479 | $5,262-52.9% | $5,098-51.4% | $12,562-80.3% |