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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 | $176,155 | $209,422-15.9% | $178,503-1.3% | $158,982+10.8% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 33.74% | 188.81%-155.1pp | 151.12%-117.4pp | 302.99%-269.3pp |
| Employer contribution / active EE | $8,809 | $5,707+54.4% | $5,011+75.8% | $4,763+85.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $652 | $17,079-96.2% | $13,987-95.3% | $11,252-94.2% |