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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 | $248,494 | $64,719+284.0% | $112,249+121.4% | $68,486+262.8% |
| Participation rate | 97.1% | 67.2%+30.0pp | 75.1%+22.1pp | 67.9%+29.2pp |
| Annual return | 200.61% | -11.40%+212.0pp | 27.48%+173.1pp | -7.85%+208.5pp |
| Employer contribution / active EE | $8,959 | $2,747+226.2% | $3,636+146.4% | $2,597+245.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,004 | $5,232-4.4% | $6,412-22.0% | $5,404-7.4% |