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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 | $143,921 | $183,988-21.8% | $162,177-11.3% | $152,897-5.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.91% | 150.79%-130.9pp | 115.60%-95.7pp | 345.43%-325.5pp |
| Employer contribution / active EE | $8,671 | $6,370+36.1% | $5,613+54.5% | $4,764+82.0% |
| Participant deferral / active EE | $7,992 | $8,032-0.5% | $7,297+9.5% | $5,851+36.6% |
| Admin fee / account holder | $1,139 | $13,123-91.3% | $10,843-89.5% | $11,599-90.2% |