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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 | $225,084 | $76,368+194.7% | $67,681+232.6% | $154,746+45.5% |
| Participation rate | 95.0% | 79.0%+16.0pp | 73.7%+21.3pp | 80.7%+14.3pp |
| Annual return | 13.63% | 1066.77%-1053.1pp | 590.58%-577.0pp | 172.34%-158.7pp |
| Employer contribution / active EE | $5,193 | $3,151+64.8% | $2,678+93.9% | $4,379+18.6% |
| Participant deferral / active EE | $12,337 | $4,824+155.8% | $3,976+210.3% | $6,730+83.3% |
| Admin fee / account holder | $8,832 | $8,559+3.2% | $6,100+44.8% | $14,365-38.5% |