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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 | $179,156 | $175,231+2.2% | $149,696+19.7% | $139,466+28.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.42% | 166.77%-149.3pp | 134.46%-117.0pp | 373.66%-356.2pp |
| Employer contribution / active EE | $2,773 | $5,478-49.4% | $4,821-42.5% | $4,754-41.7% |
| Participant deferral / active EE | $5,691 | $6,521-12.7% | $5,682+0.2% | $6,712-15.2% |
| Admin fee / account holder | $728 | $16,155-95.5% | $13,212-94.5% | $11,409-93.6% |