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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 | $190,978 | $180,459+5.8% | $154,108+23.9% | $135,380+41.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 3.76% | 888.21%-884.4pp | 735.21%-731.4pp | 519.81%-516.0pp |
| Employer contribution / active EE | $6,392 | $6,035+5.9% | $5,298+20.7% | $4,779+33.7% |
| Participant deferral / active EE | $5,357 | $5,806-7.7% | $5,081+5.4% | $5,609-4.5% |
| Admin fee / account holder | $3,896 | $16,145-75.9% | $13,411-71.0% | $10,828-64.0% |