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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 | $153,342 | $149,040+2.9% | $120,225+27.5% | $137,256+11.7% |
| Participation rate | 94.4% | 75.4%+19.0pp | 69.6%+24.9pp | 80.0%+14.5pp |
| Annual return | 16.10% | 605.68%-589.6pp | 439.23%-423.1pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,000 | $4,350-31.0% | $3,475-13.7% | $4,156-27.8% |
| Participant deferral / active EE | $9,910 | $4,655+112.9% | $3,999+147.8% | $6,407+54.7% |
| Admin fee / account holder | $2,602 | $6,348-59.0% | $5,696-54.3% | $12,270-78.8% |