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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 | $115,207 | $202,342-43.1% | $172,752-33.3% | $152,897-24.7% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 24.37% | 1029.83%-1005.5pp | 802.97%-778.6pp | 345.43%-321.1pp |
| Employer contribution / active EE | $3,190 | $5,858-45.5% | $5,144-38.0% | $4,764-33.0% |
| Participant deferral / active EE | $7,709 | $5,948+29.6% | $5,198+48.3% | $5,851+31.8% |
| Admin fee / account holder | $664 | $17,111-96.1% | $13,955-95.2% | $11,599-94.3% |