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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 | $125,763 | $88,778+41.7% | $81,844+53.7% | $145,884-13.8% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 16.65% | 1033.03%-1016.4pp | 778.87%-762.2pp | 551.85%-535.2pp |
| Employer contribution / active EE | $4,812 | $3,087+55.9% | $2,916+65.0% | $4,662+3.2% |
| Participant deferral / active EE | $2,864 | $4,648-38.4% | $4,323-33.8% | $6,690-57.2% |
| Admin fee / account holder | $2,582 | $8,430-69.4% | $7,355-64.9% | $13,392-80.7% |