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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 | $174,194 | $65,367+166.5% | $92,915+87.5% | $72,976+138.7% |
| Participation rate | 96.4% | 68.3%+28.1pp | 76.0%+20.4pp | 69.5%+26.9pp |
| Annual return | 174.53% | 42.11%+132.4pp | 109.45%+65.1pp | 81.02%+93.5pp |
| Employer contribution / active EE | $6,859 | $2,594+164.4% | $3,653+87.7% | $2,440+181.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,724 | $4,251-12.4% | $5,796-35.8% | $5,124-27.3% |