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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 | $170,979 | $209,428-18.4% | $178,498-4.2% | $158,950+7.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.77% | 188.78%-177.0pp | 151.09%-139.3pp | 302.91%-291.1pp |
| Employer contribution / active EE | $1,934 | $5,707-66.1% | $5,011-61.4% | $4,762-59.4% |
| Participant deferral / active EE | $9,724 | $5,955+63.3% | $5,202+86.9% | $5,983+62.5% |
| Admin fee / account holder | $30,372 | $17,077+77.8% | $13,985+117.2% | $11,248+170.0% |