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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 | $102,595+15.4% | $94,057+25.9% | $154,746-23.5% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 80.7%+10.2pp |
| Annual return | 13.87% | 583.42%-569.5pp | 480.62%-466.7pp | 172.34%-158.5pp |
| Employer contribution / active EE | $7,528 | $3,147+139.2% | $2,933+156.6% | $4,379+71.9% |
| Participant deferral / active EE | $3,752 | $5,118-26.7% | $4,709-20.3% | $6,730-44.3% |
| Admin fee / account holder | $3,637 | $7,736-53.0% | $7,244-49.8% | $14,365-74.7% |