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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 | $147,403 | $171,867-14.2% | $149,721-1.5% | $147,586-0.1% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 15.80% | 2113.36%-2097.6pp | 1501.67%-1485.9pp | 578.59%-562.8pp |
| Employer contribution / active EE | $4,080 | $6,275-35.0% | $5,444-25.1% | $4,876-16.3% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,182 | $13,799-26.2% | $11,282-9.8% | $10,886-6.5% |