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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 | $230,340 | $144,130+59.8% | $117,861+95.4% | $147,586+56.1% |
| Participation rate | 93.8% | 83.4%+10.3pp | 79.7%+14.1pp | 82.8%+10.9pp |
| Annual return | 9.08% | 531.20%-522.1pp | 335.11%-326.0pp | 578.59%-569.5pp |
| Employer contribution / active EE | $3,933 | $4,897-19.7% | $3,786+3.9% | $4,876-19.3% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,816 | $10,887-83.3% | $8,021-77.4% | $10,886-83.3% |