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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 | $244,262 | $209,422+16.6% | $178,503+36.8% | $158,982+53.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 76.21% | 188.81%-112.6pp | 151.12%-74.9pp | 302.99%-226.8pp |
| Employer contribution / active EE | $11,032 | $5,707+93.3% | $5,011+120.1% | $4,763+131.6% |
| Participant deferral / active EE | $2,726 | $5,955-54.2% | $5,202-47.6% | $5,983-54.4% |
| Admin fee / account holder | $1,749 | $17,079-89.8% | $13,987-87.5% | $11,252-84.5% |