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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 | $156,059 | $144,130+8.3% | $117,860+32.4% | $147,585+5.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.77% | 531.20%-517.4pp | 335.10%-321.3pp | 578.58%-564.8pp |
| Employer contribution / active EE | $7,902 | $4,897+61.4% | $3,786+108.7% | $4,876+62.0% |
| Participant deferral / active EE | $2,301 | $5,316-56.7% | $4,482-48.7% | $5,439-57.7% |
| Admin fee / account holder | $11,338 | $10,887+4.1% | $8,021+41.4% | $10,886+4.2% |