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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 | $113,494 | $134,817-15.8% | $123,973-8.5% | $155,188-26.9% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.7%+9.1pp | 80.8%+4.9pp |
| Annual return | 19.18% | 515.49%-496.3pp | 388.13%-368.9pp | 148.84%-129.7pp |
| Employer contribution / active EE | $2,510 | $4,425-43.3% | $4,126-39.2% | $4,248-40.9% |
| Participant deferral / active EE | $9,960 | $5,706+74.5% | $5,247+89.8% | $6,531+52.5% |
| Admin fee / account holder | $933 | $13,245-93.0% | $11,799-92.1% | $14,480-93.6% |