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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 | $176,120-1.5% | $159,487+8.7% | $167,553+3.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.35% | 331.95%-307.6pp | 263.71%-239.4pp | 478.89%-454.5pp |
| Employer contribution / active EE | $2,273 | $5,299-57.1% | $4,831-53.0% | $4,840-53.0% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $4,050 | $12,561-67.8% | $10,804-62.5% | $12,316-67.1% |