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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 | $211,166 | $102,595+105.8% | $94,057+124.5% | $154,746+36.5% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 19.60% | 583.42%-563.8pp | 480.62%-461.0pp | 172.34%-152.7pp |
| Employer contribution / active EE | $5,000 | $3,147+58.9% | $2,933+70.5% | $4,379+14.2% |
| Participant deferral / active EE | $9,862 | $5,118+92.7% | $4,709+109.4% | $6,730+46.5% |
| Admin fee / account holder | $1,134 | $7,736-85.3% | $7,244-84.3% | $14,365-92.1% |