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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 | $198,581 | $175,257+13.3% | $149,717+32.6% | $139,456+42.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.01% | 166.70%-151.7pp | 134.41%-119.4pp | 373.45%-358.4pp |
| Employer contribution / active EE | $2,708 | $5,477-50.6% | $4,820-43.8% | $4,753-43.0% |
| Participant deferral / active EE | $9,587 | $6,521+47.0% | $5,682+68.7% | $6,711+42.8% |
| Admin fee / account holder | $5,087 | $16,156-68.5% | $13,213-61.5% | $11,407-55.4% |