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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 | $153,916 | $109,967+40.0% | $97,197+58.4% | $145,877+5.5% |
| Participation rate | 90.9% | 76.0%+15.0pp | 72.7%+18.2pp | 80.3%+10.6pp |
| Annual return | 58.53% | 244.27%-185.7pp | 75.47%-16.9pp | 551.28%-492.8pp |
| Employer contribution / active EE | $2,075 | $3,077-32.6% | $2,723-23.8% | $4,663-55.5% |
| Participant deferral / active EE | $3,390 | $4,676-27.5% | $4,263-20.5% | $6,691-49.3% |
| Admin fee / account holder | $980 | $6,199-84.2% | $5,637-82.6% | $13,402-92.7% |