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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 | $186,892 | $173,397+7.8% | $135,987+37.4% | $145,978+28.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 15.36% | 1165.22%-1149.9pp | 579.77%-564.4pp | 550.52%-535.2pp |
| Employer contribution / active EE | $4,343 | $5,281-17.8% | $4,214+3.1% | $4,662-6.8% |
| Participant deferral / active EE | $5,568 | $8,710-36.1% | $7,027-20.8% | $6,690-16.8% |
| Admin fee / account holder | $7,584 | $9,663-21.5% | $6,716+12.9% | $13,400-43.4% |