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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 | $161,669 | $165,399-2.3% | $149,745+8.0% | $158,982+1.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.52% | 348.34%-330.8pp | 276.72%-259.2pp | 302.99%-285.5pp |
| Employer contribution / active EE | $13,487 | $5,105+164.2% | $4,646+190.3% | $4,763+183.2% |
| Participant deferral / active EE | $17,875 | $7,183+148.9% | $6,843+161.2% | $5,983+198.7% |
| Admin fee / account holder | $931 | $10,811-91.4% | $9,312-90.0% | $11,252-91.7% |