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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 | $113,776 | $70,121+62.3% | $63,803+78.3% | $138,895-18.1% |
| Participation rate | 80.0% | 77.2%+2.8pp | 72.7%+7.3pp | 79.9%+0.1pp |
| Annual return | 17.43% | 946.48%-929.1pp | 543.72%-526.3pp | 145.39%-128.0pp |
| Employer contribution / active EE | $3,391 | $2,882+17.7% | $2,532+33.9% | $4,194-19.1% |
| Participant deferral / active EE | $6,076 | $4,535+34.0% | $3,843+58.1% | $6,396-5.0% |
| Admin fee / account holder | $19,523 | $6,738+189.8% | $5,196+275.7% | $12,562+55.4% |