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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 | $118,437 | $72,071+64.3% | $68,368+73.2% | $137,256-13.7% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 13.87% | 353.14%-339.3pp | 292.57%-278.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $7,528 | $2,788+170.0% | $2,649+184.2% | $4,156+81.1% |
| Participant deferral / active EE | $3,752 | $4,410-14.9% | $4,123-9.0% | $6,407-41.4% |
| Admin fee / account holder | $3,637 | $5,336-31.8% | $5,150-29.4% | $12,270-70.4% |