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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 | $173,526+7.7% | $136,072+37.3% | $145,884+28.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 15.36% | 1167.12%-1151.8pp | 580.46%-565.1pp | 551.85%-536.5pp |
| Employer contribution / active EE | $4,343 | $5,285-17.8% | $4,216+3.0% | $4,662-6.8% |
| Participant deferral / active EE | $5,568 | $8,711-36.1% | $7,028-20.8% | $6,690-16.8% |
| Admin fee / account holder | $7,584 | $9,665-21.5% | $6,718+12.9% | $13,392-43.4% |