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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 | $109,739 | $104,924+4.6% | $84,623+29.7% | $152,885-28.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 31.94% | 373.82%-341.9pp | 258.77%-226.8pp | 345.39%-313.5pp |
| Employer contribution / active EE | $3,886 | $3,302+17.7% | $2,652+46.5% | $4,763-18.4% |
| Participant deferral / active EE | $6,978 | $4,689+48.8% | $3,899+79.0% | $5,851+19.3% |
| Admin fee / account holder | $4,643 | $6,242-25.6% | $4,913-5.5% | $11,598-60.0% |