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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 | $151,023 | $88,702+70.3% | $81,780+84.7% | $145,978+3.5% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 14.97% | 1029.12%-1014.2pp | 776.27%-761.3pp | 550.52%-535.5pp |
| Employer contribution / active EE | $11,403 | $3,084+269.7% | $2,914+291.3% | $4,662+144.6% |
| Participant deferral / active EE | $13,588 | $4,645+192.5% | $4,321+214.5% | $6,690+103.1% |
| Admin fee / account holder | $3,391 | $8,414-59.7% | $7,384-54.1% | $13,400-74.7% |