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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 | $151,518 | $134,817+12.4% | $123,973+22.2% | $155,188-2.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 21.25% | 515.49%-494.2pp | 388.13%-366.9pp | 148.84%-127.6pp |
| Employer contribution / active EE | $20,627 | $4,425+366.1% | $4,126+400.0% | $4,248+385.6% |
| Participant deferral / active EE | $5,391 | $5,706-5.5% | $5,247+2.7% | $6,531-17.5% |
| Admin fee / account holder | $12,829 | $13,245-3.1% | $11,799+8.7% | $14,480-11.4% |