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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 | $208,603 | $82,630+152.5% | $64,105+225.4% | $125,389+66.4% |
| Participation rate | 90.0% | 75.9%+14.1pp | 68.2%+21.8pp | 83.2%+6.8pp |
| Annual return | 13.89% | 1489.72%-1475.8pp | 791.24%-777.4pp | 282.24%-268.4pp |
| Employer contribution / active EE | $4,500 | $2,671+68.5% | $1,820+147.3% | $4,866-7.5% |
| Participant deferral / active EE | $3,929 | $3,608+8.9% | $2,822+39.2% | $5,352-26.6% |
| Admin fee / account holder | $333 | $6,382-94.8% | $4,499-92.6% | $9,541-96.5% |