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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 | $205,381 | $88,778+131.3% | $81,844+150.9% | $145,884+40.8% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 20.31% | 1033.03%-1012.7pp | 778.87%-758.6pp | 551.85%-531.5pp |
| Employer contribution / active EE | $2,330 | $3,087-24.5% | $2,916-20.1% | $4,662-50.0% |
| Participant deferral / active EE | $5,416 | $4,648+16.5% | $4,323+25.3% | $6,690-19.0% |
| Admin fee / account holder | $3,008 | $8,430-64.3% | $7,355-59.1% | $13,392-77.5% |