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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 | $81,806 | $209,425-60.9% | $178,499-54.2% | $158,966-48.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.92% | 188.80%-173.9pp | 151.10%-136.2pp | 302.95%-288.0pp |
| Employer contribution / active EE | $6,698 | $5,707+17.4% | $5,011+33.7% | $4,762+40.6% |
| Participant deferral / active EE | $4,050 | $5,955-32.0% | $5,202-22.1% | $5,983-32.3% |
| Admin fee / account holder | $4,132 | $17,078-75.8% | $13,986-70.5% | $11,250-63.3% |