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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 | $189,442 | $104,106+82.0% | $71,086+166.5% | $135,379+39.9% |
| Participation rate | 90.0% | 65.7%+24.3pp | 54.7%+35.3pp | 82.6%+7.4pp |
| Annual return | 12.58% | 1256.30%-1243.7pp | 650.59%-638.0pp | 519.79%-507.2pp |
| Employer contribution / active EE | $1,000 | $1,485-32.7% | $1,088-8.1% | $4,779-79.1% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,676 | $4,142+12.9% | $3,082+51.7% | $10,828-56.8% |