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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 | $211,341 | $176,077+20.0% | $159,455+32.5% | $167,518+26.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 30.41% | 331.83%-301.4pp | 263.63%-233.2pp | 478.71%-448.3pp |
| Employer contribution / active EE | $3,642 | $5,298-31.3% | $4,830-24.6% | $4,838-24.7% |
| Participant deferral / active EE | $10,385 | $7,751+34.0% | $7,353+41.2% | $6,342+63.8% |
| Admin fee / account holder | $1,708 | $12,556-86.4% | $10,800-84.2% | $12,312-86.1% |