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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 | $91,808 | $58,234+57.7% | $81,783+12.3% | $80,874+13.5% |
| Participation rate | 83.1% | 63.4%+19.6pp | 72.4%+10.7pp | 67.6%+15.4pp |
| Annual return | 13.57% | 41.70%-28.1pp | 775.05%-761.5pp | 35.62%-22.0pp |
| Employer contribution / active EE | $12,365 | $2,341+428.1% | $2,913+324.5% | $2,756+348.7% |
| Participant deferral / active EE | $4,797 | $3,283+46.1% | $4,320+11.0% | $4,297+11.6% |
| Admin fee / account holder | $3,129 | $4,982-37.2% | $7,380-57.6% | $6,935-54.9% |