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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 | $149,040+61.5% | $120,225+100.2% | $137,256+75.3% |
| Participation rate | 87.5% | 75.4%+12.1pp | 69.6%+17.9pp | 80.0%+7.5pp |
| Annual return | 13.14% | 605.68%-592.5pp | 439.23%-426.1pp | 220.34%-207.2pp |
| Employer contribution / active EE | $7,323 | $4,350+68.3% | $3,475+110.7% | $4,156+76.2% |
| Participant deferral / active EE | $12,505 | $4,655+168.6% | $3,999+212.7% | $6,407+95.2% |
| Admin fee / account holder | $3,678 | $6,348-42.1% | $5,696-35.4% | $12,270-70.0% |