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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 | $121,656+4.0% | $104,614+20.9% | $158,950-20.4% |
| Participation rate | 94.1% | 77.5%+16.6pp | 74.1%+20.0pp | 82.0%+12.2pp |
| Annual return | 11.14% | 465.51%-454.4pp | 340.56%-329.4pp | 302.91%-291.8pp |
| Employer contribution / active EE | $10,000 | $3,164+216.0% | $2,681+273.0% | $4,762+110.0% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,739-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,305 | $7,775-44.6% | $6,464-33.4% | $11,248-61.7% |