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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 | $72,071+100.9% | $68,368+111.7% | $137,256+5.5% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.0%+11.7pp |
| Annual return | 13.31% | 353.14%-339.8pp | 292.57%-279.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,987 | $2,788+43.0% | $2,649+50.5% | $4,156-4.1% |
| Participant deferral / active EE | $3,417 | $4,410-22.5% | $4,123-17.1% | $6,407-46.7% |
| Admin fee / account holder | $1,256 | $5,336-76.5% | $5,150-75.6% | $12,270-89.8% |