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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 | $134,817+26.5% | $123,973+37.5% | $155,188+9.9% |
| Participation rate | 85.0% | 79.4%+5.6pp | 76.7%+8.3pp | 80.8%+4.2pp |
| Annual return | 12.24% | 515.49%-503.2pp | 388.13%-375.9pp | 148.84%-136.6pp |
| Employer contribution / active EE | $15,805 | $4,425+257.2% | $4,126+283.1% | $4,248+272.1% |
| Participant deferral / active EE | $3,036 | $5,706-46.8% | $5,247-42.1% | $6,531-53.5% |
| Admin fee / account holder | $47,458 | $13,245+258.3% | $11,799+302.2% | $14,480+227.8% |