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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 | $224,483 | $102,595+118.8% | $94,057+138.7% | $154,746+45.1% |
| Participation rate | 92.3% | 76.0%+16.3pp | 73.3%+19.0pp | 80.7%+11.6pp |
| Annual return | 14.47% | 583.42%-569.0pp | 480.62%-466.2pp | 172.34%-157.9pp |
| Employer contribution / active EE | $3,271 | $3,147+3.9% | $2,933+11.5% | $4,379-25.3% |
| Participant deferral / active EE | $6,648 | $5,118+29.9% | $4,709+41.2% | $6,730-1.2% |
| Admin fee / account holder | $12,272 | $7,736+58.6% | $7,244+69.4% | $14,365-14.6% |