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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 | $241,899 | $135,645+78.3% | $110,243+119.4% | $135,380+78.7% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.8%+13.9pp | 82.6%+11.1pp |
| Annual return | 4.99% | 513.24%-508.2pp | 314.76%-309.8pp | 519.81%-514.8pp |
| Employer contribution / active EE | $3,903 | $4,907-20.5% | $3,827+2.0% | $4,779-18.3% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,831 | $11,458-66.6% | $8,548-55.2% | $10,828-64.6% |