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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 | $173,999 | $176,105-1.2% | $159,474+9.1% | $167,536+3.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.66% | 331.91%-315.3pp | 263.68%-247.0pp | 478.82%-462.2pp |
| Employer contribution / active EE | $5,482 | $5,299+3.5% | $4,831+13.5% | $4,839+13.3% |
| Participant deferral / active EE | $6,017 | $7,751-22.4% | $7,353-18.2% | $6,342-5.1% |
| Admin fee / account holder | $3,799 | $12,559-69.8% | $10,802-64.8% | $12,315-69.2% |