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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 | $170,509 | $114,119+49.4% | $107,187+59.1% | $138,895+22.8% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.0%+10.0pp | 79.9%+5.1pp |
| Annual return | 12.24% | 273.21%-261.0pp | 204.55%-192.3pp | 145.39%-133.2pp |
| Employer contribution / active EE | $15,805 | $4,059+289.4% | $3,782+317.9% | $4,194+276.8% |
| Participant deferral / active EE | $3,036 | $5,538-45.2% | $5,096-40.4% | $6,396-52.5% |
| Admin fee / account holder | $47,458 | $10,024+373.5% | $9,162+418.0% | $12,562+277.8% |