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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 | $144,758 | $102,595+41.1% | $94,057+53.9% | $154,746-6.5% |
| Participation rate | 91.7% | 76.0%+15.7pp | 73.3%+18.3pp | 80.7%+11.0pp |
| Annual return | 13.31% | 583.42%-570.1pp | 480.62%-467.3pp | 172.34%-159.0pp |
| Employer contribution / active EE | $3,987 | $3,147+26.7% | $2,933+35.9% | $4,379-9.0% |
| Participant deferral / active EE | $3,417 | $5,118-33.2% | $4,709-27.4% | $6,730-49.2% |
| Admin fee / account holder | $1,256 | $7,736-83.8% | $7,244-82.7% | $14,365-91.3% |