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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 | $240,642 | $154,754+55.5% | $124,206+93.7% | $138,895+73.3% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.6%+17.9pp | 79.9%+7.6pp |
| Annual return | 13.14% | 709.28%-696.1pp | 515.27%-502.1pp | 145.39%-132.3pp |
| Employer contribution / active EE | $7,323 | $4,446+64.7% | $3,540+106.9% | $4,194+74.6% |
| Participant deferral / active EE | $12,505 | $4,621+170.6% | $3,968+215.2% | $6,396+95.5% |
| Admin fee / account holder | $3,678 | $6,690-45.0% | $5,929-38.0% | $12,562-70.7% |