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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 | $112,692 | $105,210+7.1% | $159,487-29.3% | $85,851+31.3% |
| Participation rate | 97.4% | 75.8%+21.7pp | 82.8%+14.6pp | 69.3%+28.1pp |
| Annual return | 34.12% | 45.08%-11.0pp | 263.71%-229.6pp | 318.63%-284.5pp |
| Employer contribution / active EE | $7,498 | $3,319+125.9% | $4,831+55.2% | $2,565+192.3% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,588 | $6,934-62.7% | $10,804-76.0% | $6,261-58.7% |