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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 | $72,071+211.5% | $68,368+228.3% | $137,256+63.6% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.0%+12.3pp |
| Annual return | 14.47% | 353.14%-338.7pp | 292.57%-278.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,271 | $2,788+17.3% | $2,649+23.5% | $4,156-21.3% |
| Participant deferral / active EE | $6,648 | $4,410+50.7% | $4,123+61.3% | $6,407+3.8% |
| Admin fee / account holder | $12,272 | $5,336+130.0% | $5,150+138.3% | $12,2700% |