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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 | $154,721 | $202,342-23.5% | $172,752-10.4% | $152,897+1.2% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 22.44% | 1029.83%-1007.4pp | 802.97%-780.5pp | 345.43%-323.0pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,660 | $5,948-4.9% | $5,198+8.9% | $5,851-3.3% |
| Admin fee / account holder | $6,943 | $17,111-59.4% | $13,955-50.2% | $11,599-40.1% |