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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 | $185,064 | $198,457-6.7% | $170,435+8.6% | $147,586+25.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.80% | 257.30%-243.5pp | 205.94%-192.1pp | 578.59%-564.8pp |
| Employer contribution / active EE | $12,144 | $6,183+96.4% | $5,432+123.5% | $4,876+149.0% |
| Participant deferral / active EE | $3,791 | $5,629-32.7% | $4,939-23.2% | $5,439-30.3% |
| Admin fee / account holder | $5,556 | $16,852-67.0% | $13,881-60.0% | $10,886-49.0% |