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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 | $157,587 | $149,040+5.7% | $120,225+31.1% | $137,256+14.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.41% | 605.68%-590.3pp | 439.23%-423.8pp | 220.34%-204.9pp |
| Employer contribution / active EE | $834 | $4,350-80.8% | $3,475-76.0% | $4,156-79.9% |
| Participant deferral / active EE | $3,335 | $4,655-28.3% | $3,999-16.6% | $6,407-47.9% |
| Admin fee / account holder | $16,083 | $6,348+153.4% | $5,696+182.3% | $12,270+31.1% |