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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 | $182,895 | $209,425-12.7% | $178,499+2.5% | $158,966+15.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.07% | 188.80%-181.7pp | 151.10%-144.0pp | 302.95%-295.9pp |
| Employer contribution / active EE | $9,727 | $5,707+70.4% | $5,011+94.1% | $4,762+104.2% |
| Participant deferral / active EE | $5,152 | $5,955-13.5% | $5,202-1.0% | $5,983-13.9% |
| Admin fee / account holder | $18,473 | $17,078+8.2% | $13,986+32.1% | $11,250+64.2% |