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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 | $142,559 | $102,635+38.9% | $86,209+65.4% | $139,456+2.2% |
| Participation rate | 81.3% | 74.5%+6.7pp | 69.0%+12.3pp | 80.3%+0.9pp |
| Annual return | 10.64% | 1923.53%-1912.9pp | 1169.05%-1158.4pp | 373.45%-362.8pp |
| Employer contribution / active EE | $1,751 | $3,034-42.3% | $2,381-26.5% | $4,753-63.2% |
| Participant deferral / active EE | $4,293 | $4,677-8.2% | $3,986+7.7% | $6,711-36.0% |
| Admin fee / account holder | $702 | $8,661-91.9% | $6,853-89.8% | $11,407-93.8% |