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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 | $133,609 | $88,702+50.6% | $81,780+63.4% | $145,978-8.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 21.65% | 1029.12%-1007.5pp | 776.27%-754.6pp | 550.52%-528.9pp |
| Employer contribution / active EE | $5,052 | $3,084+63.8% | $2,914+73.4% | $4,662+8.4% |
| Participant deferral / active EE | $13,962 | $4,645+200.6% | $4,321+223.2% | $6,690+108.7% |
| Admin fee / account holder | $7,032 | $8,414-16.4% | $7,384-4.8% | $13,400-47.5% |