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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 | $148,187 | $160,070-7.4% | $147,117+0.7% | $145,897+1.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.82% | 98.69%-78.9pp | 420.54%-400.7pp | 552.29%-532.5pp |
| Employer contribution / active EE | $9,353 | $5,285+77.0% | $4,932+89.6% | $4,663+100.6% |
| Participant deferral / active EE | $7,677 | $8,419-8.8% | $8,065-4.8% | $6,689+14.8% |
| Admin fee / account holder | $510 | $15,035-96.6% | $12,993-96.1% | $13,390-96.2% |