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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 | $173,429 | $176,071-1.5% | $159,450+8.8% | $167,497+3.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.35% | 331.79%-307.4pp | 263.60%-239.2pp | 478.62%-454.3pp |
| Employer contribution / active EE | $2,273 | $5,298-57.1% | $4,830-52.9% | $4,838-53.0% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $4,050 | $12,555-67.7% | $10,800-62.5% | $12,310-67.1% |