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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 | $48,623 | $162,529-70.1% | $130,788-62.8% | $154,746-68.6% |
| Participation rate | 85.7% | 75.9%+9.9pp | 70.1%+15.6pp | 80.7%+5.0pp |
| Annual return | 20.25% | 510.48%-490.2pp | 386.44%-366.2pp | 172.34%-152.1pp |
| Employer contribution / active EE | $11,902 | $4,447+167.6% | $3,558+234.5% | $4,379+171.8% |
| Participant deferral / active EE | $725 | $4,808-84.9% | $4,137-82.5% | $6,730-89.2% |
| Admin fee / account holder | $2,482 | $7,669-67.6% | $6,673-62.8% | $14,365-82.7% |