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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 | $91,509 | $88,702+3.2% | $81,780+11.9% | $145,978-37.3% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 14.72% | 1029.12%-1014.4pp | 776.27%-761.5pp | 550.52%-535.8pp |
| Employer contribution / active EE | $4,628 | $3,084+50.0% | $2,914+58.8% | $4,662-0.7% |
| Participant deferral / active EE | $9,333 | $4,645+100.9% | $4,321+116.0% | $6,690+39.5% |
| Admin fee / account holder | $1,427 | $8,414-83.0% | $7,384-80.7% | $13,400-89.4% |