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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 | $194,643 | $176,120+10.5% | $159,487+22.0% | $167,553+16.2% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 20.60% | 331.95%-311.3pp | 263.71%-243.1pp | 478.89%-458.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $12,098 | $7,752+56.1% | $7,354+64.5% | $6,343+90.7% |
| Admin fee / account holder | $914 | $12,561-92.7% | $10,804-91.5% | $12,316-92.6% |