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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 | $138,922 | $138,075+0.6% | $123,552+12.4% | $135,379+2.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.73% | 153.70%-146.0pp | 119.20%-111.5pp | 519.79%-512.1pp |
| Employer contribution / active EE | $2,100 | $5,152-59.2% | $4,628-54.6% | $4,779-56.1% |
| Participant deferral / active EE | $6,902 | $6,800+1.5% | $6,426+7.4% | $5,609+23.1% |
| Admin fee / account holder | $12,428 | $10,917+13.8% | $9,285+33.9% | $10,828+14.8% |