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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 | $88,702+41.8% | $81,780+53.8% | $145,978-13.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | 16.65% | 1029.12%-1012.5pp | 776.27%-759.6pp | 550.52%-533.9pp |
| Employer contribution / active EE | $4,812 | $3,084+56.0% | $2,914+65.2% | $4,662+3.2% |
| Participant deferral / active EE | $2,864 | $4,645-38.4% | $4,321-33.7% | $6,690-57.2% |
| Admin fee / account holder | $2,582 | $8,414-69.3% | $7,384-65.0% | $13,400-80.7% |