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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 | $79,149 | $72,446+9.3% | $67,561+17.2% | $145,877-45.7% |
| Participation rate | 85.7% | 76.9%+8.8pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 17.34% | 7211.98%-7194.6pp | 3525.44%-3508.1pp | 551.28%-533.9pp |
| Employer contribution / active EE | $3,100 | $3,072+0.9% | $2,735+13.4% | $4,663-33.5% |
| Participant deferral / active EE | $5,023 | $4,785+5.0% | $4,003+25.5% | $6,691-24.9% |
| Admin fee / account holder | $1,979 | $5,541-64.3% | $4,006-50.6% | $13,402-85.2% |