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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 | $218,905 | $176,120+24.3% | $159,487+37.3% | $167,553+30.6% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 10.69% | 331.95%-321.3pp | 263.71%-253.0pp | 478.89%-468.2pp |
| Employer contribution / active EE | $2,150 | $5,299-59.4% | $4,831-55.5% | $4,840-55.6% |
| Participant deferral / active EE | $8,830 | $7,752+13.9% | $7,354+20.1% | $6,343+39.2% |
| Admin fee / account holder | $2,619 | $12,561-79.2% | $10,804-75.8% | $12,316-78.7% |