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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 | $109,737 | $88,702+23.7% | $81,780+34.2% | $145,978-24.8% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 12.40% | 1029.12%-1016.7pp | 776.27%-763.9pp | 550.52%-538.1pp |
| Employer contribution / active EE | $2,000 | $3,084-35.2% | $2,914-31.4% | $4,662-57.1% |
| Participant deferral / active EE | $9,259 | $4,645+99.3% | $4,321+114.3% | $6,690+38.4% |
| Admin fee / account holder | $14,019 | $8,414+66.6% | $7,384+89.9% | $13,400+4.6% |