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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 | $172,318 | $209,422-17.7% | $178,503-3.5% | $158,982+8.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.95% | 188.81%-180.9pp | 151.12%-143.2pp | 302.99%-295.0pp |
| Employer contribution / active EE | $9,500 | $5,707+66.5% | $5,011+89.6% | $4,763+99.5% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,567 | $17,079-79.1% | $13,987-74.5% | $11,252-68.3% |