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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 | $148,636 | $70,366+111.2% | $66,674+122.9% | $138,895+7.0% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.7%+17.2pp | 79.9%+11.0pp |
| Annual return | 17.52% | 386.41%-368.9pp | 321.24%-303.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,473 | $2,765-46.7% | $2,620-43.8% | $4,194-64.9% |
| Participant deferral / active EE | $4,829 | $4,374+10.4% | $4,084+18.2% | $6,396-24.5% |
| Admin fee / account holder | $1,836 | $5,262-65.1% | $5,098-64.0% | $12,562-85.4% |