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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 | $184,864 | $184,000+0.5% | $162,185+14.0% | $152,909+20.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.13% | 150.80%-130.7pp | 115.61%-95.5pp | 345.46%-325.3pp |
| Employer contribution / active EE | $1,950 | $6,370-69.4% | $5,613-65.3% | $4,764-59.1% |
| Participant deferral / active EE | $6,278 | $8,033-21.8% | $7,297-14.0% | $5,851+7.3% |
| Admin fee / account holder | $8,315 | $13,124-36.6% | $10,844-23.3% | $11,601-28.3% |