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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 | $126,525 | $121,701+4.0% | $104,639+20.9% | $158,982-20.4% |
| Participation rate | 94.1% | 77.5%+16.6pp | 74.1%+20.0pp | 82.0%+12.2pp |
| Annual return | 11.14% | 465.72%-454.6pp | 340.67%-329.5pp | 302.99%-291.8pp |
| Employer contribution / active EE | $10,000 | $3,165+215.9% | $2,682+272.9% | $4,763+110.0% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,305 | $7,778-44.7% | $6,465-33.4% | $11,252-61.7% |