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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 | $116,252 | $80,992+43.5% | $96,534+20.4% | $75,173+54.6% |
| Participation rate | 88.6% | 71.8%+16.8pp | 76.0%+12.6pp | 67.2%+21.4pp |
| Annual return | 75.40% | 27.05%+48.4pp | 25.88%+49.5pp | 160.72%-85.3pp |
| Employer contribution / active EE | $15,762 | $2,283+590.5% | $2,965+431.5% | $2,671+490.1% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,394 | $6,717+25.0% | $8,253+1.7% | $5,651+48.6% |