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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 | $209,111 | $72,071+190.1% | $68,368+205.9% | $137,256+52.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 19.35% | 353.14%-333.8pp | 292.57%-273.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,677 | $2,788-39.8% | $2,649-36.7% | $4,156-59.6% |
| Participant deferral / active EE | $3,042 | $4,410-31.0% | $4,123-26.2% | $6,407-52.5% |
| Admin fee / account holder | $1,528 | $5,336-71.4% | $5,150-70.3% | $12,270-87.6% |