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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 | $171,522 | $176,105-2.6% | $159,474+7.6% | $167,536+2.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.99% | 331.91%-316.9pp | 263.68%-248.7pp | 478.82%-463.8pp |
| Employer contribution / active EE | $7,520 | $5,299+41.9% | $4,831+55.7% | $4,839+55.4% |
| Participant deferral / active EE | $9,439 | $7,751+21.8% | $7,353+28.4% | $6,342+48.8% |
| Admin fee / account holder | $6,520 | $12,559-48.1% | $10,802-39.6% | $12,315-47.1% |