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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 | $232,052 | $198,457+16.9% | $170,435+36.2% | $147,586+57.2% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 149.13% | 257.30%-108.2pp | 205.94%-56.8pp | 578.59%-429.5pp |
| Employer contribution / active EE | $2,854 | $6,183-53.8% | $5,432-47.5% | $4,876-41.5% |
| Participant deferral / active EE | $9,449 | $5,629+67.9% | $4,939+91.3% | $5,439+73.7% |
| Admin fee / account holder | $5,502 | $16,852-67.4% | $13,881-60.4% | $10,886-49.5% |