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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 | $199,280 | $165,381+20.5% | $149,730+33.1% | $158,966+25.4% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 9.02% | 348.29%-339.3pp | 276.70%-267.7pp | 302.95%-293.9pp |
| Employer contribution / active EE | $26,531 | $5,104+419.8% | $4,645+471.1% | $4,762+457.1% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $16,164 | $10,809+49.5% | $9,310+73.6% | $11,250+43.7% |