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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 | $237,038 | $166,020+42.8% | $164,866+43.8% | $145,959+62.4% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 10.97% | 100.08%-89.1pp | 69.97%-59.0pp | 561.95%-551.0pp |
| Employer contribution / active EE | $13,625 | $5,275+158.3% | $4,343+213.7% | $4,661+192.3% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $13,917 | $16,644-16.4% | $12,689+9.7% | $13,398+3.9% |