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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 | $226,926 | $184,000+23.3% | $162,185+39.9% | $152,909+48.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15.77% | 150.80%-135.0pp | 115.61%-99.8pp | 345.46%-329.7pp |
| Employer contribution / active EE | $7,646 | $6,370+20.0% | $5,613+36.2% | $4,764+60.5% |
| Participant deferral / active EE | $4,957 | $8,033-38.3% | $7,297-32.1% | $5,851-15.3% |
| Admin fee / account holder | $1,002 | $13,124-92.4% | $10,844-90.8% | $11,601-91.4% |