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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 | $68,879 | $184,000-62.6% | $162,185-57.5% | $152,909-55.0% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.6%+4.8pp | 82.5%+9.9pp |
| Annual return | 23.29% | 150.80%-127.5pp | 115.61%-92.3pp | 345.46%-322.2pp |
| Employer contribution / active EE | $4,118 | $6,370-35.4% | $5,613-26.6% | $4,764-13.6% |
| Participant deferral / active EE | $9,162 | $8,033+14.1% | $7,297+25.6% | $5,851+56.6% |
| Admin fee / account holder | $14,980 | $13,124+14.1% | $10,844+38.1% | $11,601+29.1% |