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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 | $181,643 | $209,422-13.3% | $178,503+1.8% | $158,982+14.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.98% | 188.81%-167.8pp | 151.12%-130.1pp | 302.99%-282.0pp |
| Employer contribution / active EE | $9,601 | $5,707+68.2% | $5,011+91.6% | $4,763+101.6% |
| Participant deferral / active EE | $4,790 | $5,955-19.6% | $5,202-7.9% | $5,983-20.0% |
| Admin fee / account holder | $790 | $17,079-95.4% | $13,987-94.4% | $11,252-93.0% |