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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 | $56,658 | $88,702-36.1% | $81,780-30.7% | $145,978-61.2% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.4%+22.6pp | 80.3%+14.7pp |
| Annual return | 17.87% | 1029.12%-1011.2pp | 776.27%-758.4pp | 550.52%-532.6pp |
| Employer contribution / active EE | $8,148 | $3,084+164.2% | $2,914+179.6% | $4,662+74.8% |
| Participant deferral / active EE | $13,737 | $4,645+195.7% | $4,321+217.9% | $6,690+105.3% |
| Admin fee / account holder | $4,632 | $8,414-45.0% | $7,384-37.3% | $13,400-65.4% |