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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 | $243,207 | $112,935+115.4% | $90,970+167.3% | $158,966+53.0% |
| Participation rate | 93.8% | 74.7%+19.0pp | 69.0%+24.7pp | 82.0%+11.8pp |
| Annual return | 14.34% | 215.79%-201.5pp | 134.58%-120.2pp | 302.95%-288.6pp |
| Employer contribution / active EE | $5,409 | $2,895+86.9% | $2,122+154.8% | $4,762+13.6% |
| Participant deferral / active EE | $2,131 | $4,129-48.4% | $3,373-36.8% | $5,983-64.4% |
| Admin fee / account holder | $7,126 | $8,045-11.4% | $5,960+19.6% | $11,250-36.7% |