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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 | $82,710 | $65,423+26.4% | $98,477-16.0% | $85,856-3.7% |
| Participation rate | 94.4% | 65.0%+29.4pp | 73.3%+21.1pp | 69.3%+25.1pp |
| Annual return | 16.69% | 21.76%-5.1pp | 1493.59%-1476.9pp | 318.58%-301.9pp |
| Employer contribution / active EE | $5,141 | $2,168+137.1% | $2,961+73.7% | $2,565+100.4% |
| Participant deferral / active EE | $5,341 | $3,167+68.6% | $4,276+24.9% | $3,952+35.1% |
| Admin fee / account holder | $1,232 | $4,594-73.2% | $5,951-79.3% | $6,261-80.3% |