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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 | $130,653 | $105,210+24.2% | $159,487-18.1% | $85,851+52.2% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.8%+4.7pp | 69.3%+18.2pp |
| Annual return | 50.26% | 45.08%+5.2pp | 263.71%-213.5pp | 318.63%-268.4pp |
| Employer contribution / active EE | $6,250 | $3,319+88.3% | $4,831+29.4% | $2,565+143.6% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $882 | $6,934-87.3% | $10,804-91.8% | $6,261-85.9% |