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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 | $116,759 | $70,121+66.5% | $63,803+83.0% | $138,895-15.9% |
| Participation rate | 91.7% | 77.2%+14.5pp | 72.7%+19.0pp | 79.9%+11.7pp |
| Annual return | 12.65% | 946.48%-933.8pp | 543.72%-531.1pp | 145.39%-132.7pp |
| Employer contribution / active EE | $2,757 | $2,882-4.3% | $2,532+8.9% | $4,194-34.3% |
| Participant deferral / active EE | $6,234 | $4,535+37.4% | $3,843+62.2% | $6,396-2.5% |
| Admin fee / account holder | $9,589 | $6,738+42.3% | $5,196+84.5% | $12,562-23.7% |