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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 | $218,689 | $176,077+24.2% | $159,455+37.1% | $167,518+30.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.19% | 331.83%-314.6pp | 263.63%-246.4pp | 478.71%-461.5pp |
| Employer contribution / active EE | $3,517 | $5,298-33.6% | $4,830-27.2% | $4,838-27.3% |
| Participant deferral / active EE | $10,168 | $7,751+31.2% | $7,353+38.3% | $6,342+60.3% |
| Admin fee / account holder | $16,685 | $12,556+32.9% | $10,800+54.5% | $12,312+35.5% |